At URS, we have always prioritized our clients' best interests – it's at the core of our fiduciary responsibility. The recent implementation of the Fiduciary Rule marks one of the most significant regulatory changes in the financial advice industry in years. Under this new rule, financial advisors are legally required to place the client's interests ahead of their own when managing retirement accounts. Advisors must also be more transparent, fully disclosing their fees and compensation structures, among other important details.

At URS, our commitment to acting as fiduciaries has always been unwavering. From offering advice to managing our clients' portfolios, we remain dedicated to serving our clients with integrity and transparency, ensuring their financial success is always our top priority.

What makes URS Advisory a fiduciary?

We’ve made a promise to ourselves and to you by fully adopting the Five Fiduciary Principles established by the Committee for the Fiduciary Standard. These principles serve as both a pledge and a constant reminder that, no matter what, we will always act in your best interest and uphold the highest standards of integrity and transparency.

Our Fiduciary Oath to you means we will:

 1) Always put your best interests first.
2) Act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
3) Not mislead clients, and will provide conspicuous, full, and fair disclosure of all important facts.
4) Avoid conflicts of interest.
5) Fully disclose and fairly manage, in the client’s favor, any unavoidable conflicts.

Guiding clients’ using these five principles naturally leads to fulfilling relationships and stellar results, all while holding us accountable.

How else does URS Advisory put clients first?

At URS, we believe that building strong relationships with our clients starts with taking the time to understand them—personally, professionally, and financially. Before offering any advice, we first listen to what matters most to you, your financial goals, and any concerns that may be keeping you up at night. Once we fully understand your goals, we create a tailored, easy-to-understand financial plan that aligns with your unique objectives.

Using our comprehensive financial planning system, we design a plan that connects your financial decisions to the people and values that matter most in your life. And our commitment doesn’t end there. We provide ongoing support through regular meetings, quarterly client education events, and check-in calls to review your investment performance and ensure we’re staying on track.

As a primarily fee-based firm, we prioritize transparency in our compensation structure. We charge clear, direct fees to our clients, rather than earning commissions from the sale of financial products. This approach minimizes potential conflicts of interest, allowing us to offer advice that is always in your best interest.

Our ultimate goal is simple: to help make your life easier and more enjoyable, providing you with the financial clarity and confidence you deserve.