What happens during the discovery call?
You tell us about your practice — your AUM, custodian, pain points, and growth goals. We listen. No pitch deck. No pressure. You talk to a decision-maker, not a sales rep reading a script.
Your market is still open.
Let's find out for how long.
30 minutes. You talk, we listen. No pitch deck. No pressure. Just clarity on what's possible for your practice.
Metro exclusivity is limited. We cap partner firms per market to protect your competitive edge. Once your market is claimed, it stays claimed.
What happens in 30 minutes.
You tell us about your practice
Your AUM, custodian, current platform, pain points, growth goals. We want the real picture — not the polished version.
We listen
That's it. You talk to a decision-maker — not a sales rep reading a script. No pitch deck. No 47-slide presentation. We listen and we ask good questions.
We tell you what we see
Honest assessment of where you are, where the gaps are, and whether UX Wealth is actually the right fit. If it's not, we'll tell you that too.
By the end of the call, you'll know:
Whether your metro market is still available for exclusivity
Your estimated fee savings vs. your current platform (most firms save 29–47%)
Your personalized AI Upgrade roadmap — what the first 60 days of transformation looks like
No commitment required. Every call is a genuine consultation. You'll leave with actionable insights whether you partner with us or not.
Tell us about your practice.
Fill out the form and we'll reach out within the hour — or book directly below.
or book directly
Prefer to call? We pick up.
(888) 456-8922$2.5B
Assets Under Management
50+
Partner Firms
97.7%
Best-Price Execution*
Low Cost
All-In Platform Fee
Common Questions
Before your call.
Is there a minimum AUM to work with UX Wealth Partners?
Our sweet spot is $10M–$150M, but we power firms of every size. If you're an independent RIA looking for institutional-grade support at 35–50 bps all-in, we want to talk.
What if I'm under contract with another TAMP?
No problem. We'll map your transition plan so you're ready the moment your contract allows. Most transitions take 30–60 days once initiated.
Will I get a real person on the call?
Always. Named contacts, not ticket queues. You'll likely speak with a senior team member who understands your business from minute one.
What does UX Wealth Partners cost?
35–50 bps all-in, depending on AUM and services. That includes trading, billing, reporting, 100+ models, financial planning, income planning, risk profiling, CRM, AI practice transformation, and dedicated support. That's 29–47% below industry average — and replaces 3–5 separate vendor subscriptions.
What planning tools are included?
Our platform includes comprehensive financial planning, income planning with Social Security optimization, multi-factor risk profiling across 30,000+ funds, an M&A marketplace for practice acquisitions and exits, and integrated CRM — all native, not bolt-ons. Most TAMPs charge extra for each of these. We include everything.
Do I have to switch custodians?
No. We support Schwab, Interactive Brokers, Axos, and Apex Clearing — with Altruist coming Q2 2026. Keep your custodian. We integrate on top.