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1. Calculate your True Cost above
2. Schedule call with Ray
3. Review UAG partnership details
4. Make informed decision
• Confidential consultation with Ray
• Custom transition timeline
• Introduction to UAG partners
• Complete support throughout
"United Advisor Group debuts as a new RIA aggregator with Goldman Sachs custody partnership."
"New RIA aggregator launches with $750M AUM and innovative single-tier partnership model."
"RIA Aggregator chooses Goldman Sachs for custody, emphasizing advisor independence."
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
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.
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."
“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…
“What I like about UAG is the autonomy and the transparency.”
“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.”
WARNING: Your Current Platform May Not Want You to See This
Platform Fee Audit ($500 value)
Contract Decoder Session ($750 value)
Liberation Roadmap ($300 value)
Independence Blueprint ($300 value)
Ray's Personal Time ($1,200 value)
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
Next available slots filling up fast
(513) 702-7211
www.uagria.com
linkedin.com/in/raymond-gettins-crc-490151