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Thread: URS Advisors
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Old 05-07-2025, 06:55 AM
retiredguy123 retiredguy123 is offline
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Originally Posted by ridge View Post
My wife and I have some experience with URS. Julia and her husband Eric are very professional and ethical. Very knowledgeable. Fees were $4000 for a very complete plan covering every aspect of planning for retirement. However, if you decided to place money with them fees were waived. I tested their ethics on a couple products / investments I had in our portfolio and they past, even though they could have made substantially if we would have changed. I've interviewed several investment / financial advisors and haven't found any as good and thorough and as them.
From the website:

"URS Basic Retirement Roadmap: $7,000"
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