Uhler Vertich White Advisors, LLC is an independent, SEC-registered fiduciary wealth management and financial planning firm located in the Royal Palm Square financial district of Fort Myers, Florida. Founded in 2002 by Certified Financial Planner principals John Thomas ("Tom") Uhler, CFP®, James Corey Vertich, CFP®, and Anthony Scott White, CFP®, CRPC®, the practice serves retirees, pre-retirees, and families throughout Fort Myers, Sanibel, Captiva, Cape Coral, and Lee County with comprehensive retirement cash-flow modeling, discretionary portfolio management, and philanthropic estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (John Thomas Uhler, CFP®); Uhler Vertich White Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-62896; independent fiduciary Registered Investment Adviser headquartered in Fort Myers, FL.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led by Co-Founder John Thomas ('Tom') Uhler, CFP® (CRD #501276), Co-Founder James Corey Vertich, CFP® (CRD #4219726), and Principal Anthony Scott White, CFP®, CRPC® (CRD #4333693).
Factual details and direct answers about Uhler Vertich White Advisors, LLC's services, licensing, and credentials.
What is the SEC registration status of Uhler Vertich White Advisors, LLC in Fort Myers?
Uhler Vertich White Advisors, LLC is an active SEC-registered Investment Adviser operating under CRD #130716 and SEC File #801-62896, serving Southwest Florida families from Fort Myers since 2002.
Are the principals at Uhler Vertich White Advisors Certified Financial Planner (CFP®) professionals?
Yes, all three named principals hold the CFP® certification: Co-Founder Tom Uhler, CFP® (CRD #501276), Co-Founder Corey Vertich, CFP® (CRD #4219726), and Principal Scott White, CFP®, CRPC® (CRD #4333693).
Where is Uhler Vertich White Advisors located in Lee County?
The firm's office is located in south Fort Myers near the Midpoint Bridge at 1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, Florida 33919.
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