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Updated September 28, 2026. Quick answer: UHY Wealth Management RIA is registered with the SEC as an investment adviser (CRD #317608, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026). Per its own current fee brochure, a $500,000 account would run $7,500 a year under its published fee schedule. This review covers what its own fee brochure and current SEC registration confirm today; it does not assess fiduciary status, and the brochure states there is no minimum account size.
UHY Wealth Management RIA at a glance
| Fact | What UHY Wealth Management RIA’s own pages say |
|---|---|
| Legal entity | UHY Wealth Management RIA LLC |
| Registration | UHY Wealth Management RIA LLC is registered with the SEC as an investment adviser (CRD #317608, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026). |
| Fee on a $500,000 account | $7,500 a year, per its own current brochure |
| Minimum to open an account | No minimum account size, per Item 7 of its Form ADV Part 2A |
| Cost to leave (exit fee) | No firm-specific dollar figure found in public documents |
What UHY Wealth Management RIA’s own fee schedule charges
The legal entity is UHY Wealth Management RIA LLC of Farmington Hills, Michigan, a separate registrant from other UHY-branded entities. The priced figure is the wealth management schedule, which the brochure lists as applying to individuals, including high net worth individuals, among other client types.
“typically charged as a percentage of assets under management, according to the following schedule: 1.50% $500,000 or less 1.25% $500,001-$1,000,000 1.10% $1,000,001-$1,500,000 1.00% $1,500,001-$3,000,000 0.90% Over $3,000,000”
The brochure lists five bands by account value but does not say whether the rates stack or apply to the whole balance, so each balance is priced with the rates stacking by band, the usual reading for a schedule of this shape. Under that reading $500,000 costs 1.50% on the whole amount, and $1,000,000 costs 1.50% on the first $500,000 and 1.25% on the next $500,000. The brochure discloses no minimum annual fee and no minimum account size, so no floor applies. The firm may negotiate alternative fixed, hourly or other fees client by client, so the schedule is a published standard and not a guaranteed charge. The separate pension consulting schedule is not used.
The table below is the firm’s own advisory fee schedule. Fund expenses, custodian charges and any third-party manager or platform fees are generally separate from an advisory fee like this one; Item 5 of the brochure lists what applies to a given account.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $13,750 |
| $2,000,000 | $24,250 |
These figures come directly from UHY Wealth Management RIA’s own current fee brochure, cited in Sources below.
Registration
UHY Wealth Management RIA LLC is registered with the SEC as an investment adviser (CRD #317608, listed as ACTIVE in the SEC’s IAPD firm summary, checked October 25, 2026).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity).
What it costs to leave
We did not find a firm-specific dollar figure for leaving UHY Wealth Management RIA in its brochure, which does not name a custodian, so we are not stating one. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (February 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012514
- SEC IAPD firm summary (CRD #317608, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/317608
Methodology. This page was built September 28, 2026, drawing directly on UHY Wealth Management RIA’s own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. No exit-fee figure is stated on this page because none was found in the firm’s brochure. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading UHY Wealth Management RIA’s own Form ADV Part 2A and Form CRS. We have not used UHY Wealth Management RIA as a client. UHY Wealth Management RIA did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.