Is YOUR firm being Acquired?
Many advisors are asking the same question:
“What will this mean for my payout?”
Advisors Managing $30M+ AUM
On a $150M book, the difference between Staying and Independence could be
Over $1.3 Million in 7 years.
That’s income too important to ignore. The calculator is
already pre-loaded with payout grids of the
Largest Acquirer in the Country.
Just enter your AUM and see your results instantly.
🔒 100% private • Pre-loaded with LPL numbers • For your eyes only
Trusted by Advisors from Leading Institutions
The True Cost Calculator
Calculate your TRUE COST vs. UAG's transparent model
This quick calculator was designed to give advisors considering their options
an instant, side-by-side snapshot of their potential earnings under with large Hybrid RIA/Broker Dealers versus the fully supported
independent model offered by United Advisor Group.
Already pre-loaded with the largest Acquirer in the Country's Payout Grid,
Just enter your AUM:
🔒 100% private • Pre-loaded with LPL numbers • For your eyes only
WARNING
This calculation has caused 127+ advisors to immediately question their current arrangements
Ready for Independence?
Join 127+ advisors who've calculated their TRUE COST and discovered the UAG advantage.
Immediate Action:
1. Calculate your True Cost above
2. Schedule call with Ray
3. Review UAG partnership details
4. Make informed decision
What Happens Next:
• Confidential consultation with Ray
• Custom transition timeline
• Introduction to UAG partners
• Complete support throughout
*Find out if independence is worth exploring before your transition is final
Big Acquirer vs. Independence
The side-by-side reality that's changing everything
The Golden Handcuff Reality:
A $1M upfront bonus at 0.25% platform fees costs you $1.6M+ over 7 years on $100M AUM. You're actually paying them to trap you.
Industry Recognition
UAG's launch and growth covered by leading financial publications
InvestmentNews
"United Advisor Group debuts as a new RIA aggregator with Goldman Sachs custody partnership."
ThinkAdvisor.
"New RIA aggregator launches with $750M AUM and innovative single-tier partnership model."
WealthManagement.com
"RIA Aggregator chooses Goldman Sachs for custody, emphasizing advisor independence."
Strategic Planning & Support
Our team provides comprehensive support for your transition and ongoing success. From strategic planning to operational support, we're here to ensure your independence doesn't mean going it alone.
Comprehensive transition planning
Technology integration and training
Ongoing business development and marketing assistance
Compliance and regulatory support
Modern, Collaborative Environment
Join a growing community of 46+ advisors who've made the transition to true independence. Our collaborative approach means you get the benefits of a large firm with the autonomy of independence.
Meet Ray Gettins
Director, United Advisor Group
With over 25 years in the financial services industry, Ray brings unparalleled expertise in helping advisors transition to true independence.
Miami University - Diplomacy & Foreign Affairs, Economics
Series 6, 63, 66 Securities Registrations
46+ Advisors Successfully Transitioned
"My mission is simple: to empower advisors to achieve true independence without compromising the support and infrastructure they need to serve clients at the highest level. And with my no-pressure promise: If UAG isn’t the right fit for you, we’ll help you find the best path forward."
Success Stories
Real advisors, real results, real independence
“I’ve been in the business for 15 years and I’ve been fortunate to have been exposed to a lot of different ways of doing business…
– Craig Wright
“What I like about UAG is the autonomy and the transparency.”
– Aaron Grahlman
“On top of our shared business philosophy I enjoy the sharing of ideas that happens on our quarterly calls, in committees, and at our Forum.”
– Kevin Komar
No Pressure Promise
Join 127+ advisors who've calculated their platform costs and discovered the UAG advantage.
Ray will never pressure you. This is about education and doing what’s in your best interest. We understand that UAG isn’t a one-size-fits-all solution, and that’s okay. What matters most is finding the right fit. So let’s explore the best path forward—together.
WARNING: Your Current Platform May Not Want You to See This
Most advisors who calculate their true platform costs immediately start questioning their current arrangements. That's exactly why platforms discourage this analysis.
☕ Your Coffee Call with Ray
A no-pressure conversation about your independence journey
What You'll Get in Your Coffee Call:
Platform Fee Audit ($500 value)
A no-pressure conversation about your independence journey
Contract Decoder Session ($750 value)
Ray analyzes your current agreement terms and restrictions
Liberation Roadmap ($300 value)
Custom transition timeline specific to your situation
Independence Blueprint ($300 value)
Specific steps to UAG partnership and beyond
Ray's Personal Time ($1,200 value)
25+ years of industry expertise focused on your needs
Total Value: $3,050
Your Investment: FREE
Reserve Your Coffee Call
Limited Availability: Ray only takes a limited number of Coffee Calls per month due to his advisory commitments
High Demand: Most advisors book within 48 hours of calculating their platform costs
No pressure • No obligation • Pure education
Next available slots filling up fast
Frequently Asked Questions
What does this calculator actually compare?
This calculator shows you a side-by-side income comparison between the LPL Financial model and United Advisor Group’s supported RIA model. It’s designed specifically for Commonwealth advisors affected by the recent acquisition.
Do I have to input a bunch of complex data?
Nope. We’ve already preloaded the exact payout assumptions and cost structures for both LPL and UAG. All you need to do is enter your current AUM—and the calculator does the rest.
Is this tool really customized for Commonwealth advisors?
Yes. The entire purpose of this tool is to help advisors like you get clarity before locking into a new structure. With the LPL acquisition now complete, many advisors are quietly exploring their options. This tool was made to simplify that decision with real math—not guesses.
Is my information private?
Yes—100%. Your data is never shared, stored, or used for follow-up unless you ask us to connect. You can use the calculator freely and anonymously.
What happens after I use the calculator?
You’ll instantly see how your income could shift under each model—and if you want to explore the UAG option further, you can book a confidential call to review your results and next steps. No pressure. Just clarity.
United Advisor Group
Independent but not alone. True partnership for financial advisor independence.
8170 Corporate Park Dr.
Suite 300
Cincinnati, OH 45242
Contact Ray Gettins
(513) 702-7211
www.uagria.com
linkedin.com/in/raymond-gettins-crc-490151