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Dover, DE 19901
904-522-5988
No one knows your money like "U"
About UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had and save money you didn't think you could so you can achieve financial independence on an average income.
We do this in two ways:
1. Instructional coaching which empowers you with world-class knowledge and skill so you can make optimal financial decisions saving you hundreds of thousands of dollars.
2. Transformational coaching where we help you work through limiting beliefs about money that prevents your success.
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
2-4
Firm CRD#
-
Insurance License#
736827
States Licensed in
AZ, AR, CA, CO, DC, FL, IN, MD, MS, MT, NM, NV, TN, TX, UT
Years of Experience in Financial Services
30
Number of Years with Current Firm
10
Work Experience
UGRU Financial Coaching: Founder/CEO - 10 Years
Retirement Depot (A Registered Investment Advisor): Founder/CEO - 8 years
Merrill Lynch: Investment Advisor - 2 years
AG Edwards: Financial Advisor - 1 year
WFG: Co-Founder/Financial Advisor - 6 years
Work with the following types of clients
Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Risk Management
Services
Investment Types
Annuities, Insurance, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Mortgages & Real Estate, Commodities
Can meet clients in the following ways
Phone, Video Conference
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Insurance and Annuity Licenses
Life, Annuity
Firm Information
Advisor's Number of Clients
250
Advisor's Number of Planning Clients
250
Total Assets Under Management by Advisor
100,000,000+
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Commissions, Hourly, Flat Fee
Hourly Rate
$150
Disclosures
https://ugrucoaching.com/ugru-stocks-disclosure/
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1888966/retirementplanning-UGRU-Financial-detailed-disclosure.html
Disclaimer
https://ugrucoaching.com/client-prosperity-agreement/