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FAQ
Straight answers before you call
Written the way people ask them, so the answers are the same whether you read them here or ask an AI assistant.
Questions
Is Uniting Wealth Partners a fiduciary?
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
How do I check your registration and fees?
Search CRD #332317 on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov. Form ADV Part 2A and Form CRS are there and set out our services, fees and conflicts in plain terms.
Where are your offices?
Oklahoma City: 6303 Waterford Boulevard, Suite 125, (405) 531-3482. Rogers, Arkansas: 3300 S Market Street, Suite 404, (479) 903-7111. Odessa, Texas: 1921 E 37th Street, Suite B, (432) 367-5500. The firm's home office is at 240 Saint Paul Street, Suite 300, Denver, Colorado.
Do I have to live near an office?
No. Advisors meet clients in person or by video, and the firm serves clients nationally.
Who do you work with?
Business owners, successful families and individuals, often with $1 million or more to invest, executives, and people approaching or in retirement.
What does advisor owned mean?
Uniting Wealth Partners is independent and owned and run by its advisors rather than a bank or a large brokerage. The people who advise you own the firm.
Can you help me sell my business?
We work on the personal side of a sale: exit readiness, taxes, and the plan for the proceeds. Business valuation and M&A support are provided with the help of our strategic partners at SDR Ventures.
Do you work with my CPA and attorney?
Yes. We coordinate with them so the investment, tax and estate pieces of your plan fit together.
What is the business owner briefing?
A complimentary online session for business owners, run with SDR Ventures. The next one is December 10, 2026, on the midterms, taxes and the next three years. No products are sold on the call.
Who is Rick Hadrava?
A Partner and Senior Wealth Advisor in our Oklahoma City office, with more than 30 years in wealth management, and the author of Beyond Wealth.
What happens on the 20 minute call?
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
Twenty minutes, no obligation
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.