Fee-only adviser · Fort Myers, FL
Uhler Vertich White Advisors
Uhler Vertich White Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fort Myers, Florida. On its latest Form ADV, filed November 3, 2026, it reports $514M in regulatory assets under management, 419 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 130716 · SEC file 801-62896 |
| Office | 1510 Royal Palm Square Boulevard Suite 103 Fort Myers, FL 33919 |
| Phone | (239) 936-6300 |
| Website | www.uhlerandvertich.com |
| Regulatory assets under management | $514M ($422M discretionary) |
| Individual clients | 293 non-high-net-worth, 126 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fort Myers
- Marquis Wealth Management Group $489M
- Waterstone Financial Advisory LLC $262M
- Rezny Wealth Management, Inc. $576M
- Campbell Financial Partners, LLC $203M
- Macke Financial Advisory Group $176M
- Eubanks Financial $4.5M
See all 9 fee-only advisers in Fort Myers →
Nearby
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- Estero 2 firms
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