Usonia Advisory Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Usonia Advisory Group reports 152 individuals. Of its assets, 95.3% ($188M across 433 accounts) are managed with discretion; $9.32M across 27 accounts are not. A wrap fee program the firm both sponsors and manages holds $197M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 152 | $197M | 100.0% | $1.3M |
| Total | 152 | $197M | 100% | $1.3M |
- Clients
- 152
- Regulatory AUM
- $197M
- AUM share
- 100.0%
- Avg. per client
- $1.3M
Total
- Clients
- 152
- Regulatory AUM
- $197M
- AUM share
- 100%
- Avg. per client
- $1.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Usonia Advisory Group charges up to 2.00% a year for its Retirement planning services. The fee is billed in advance, is negotiable and requires an account of at least $1,500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is billed at $800 an hour or as a fixed fee of $3,500 to $5,000, half in advance and half on delivery.
Peter Gallagher owns 75% or more of Usonia Advisory Group. The leadership team of Usonia Advisory Group includes Chief Compliance Officer Ruth Thortvedt. It has 2 employees, 1 of them in advisory roles.
Leadership
- Ruth ThortvedtChief Compliance Officer
Peter GallagherPrincipal and Investment Advisor Representative
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Usonia Advisory Group, LLC
Peter Gallagher
Control person · since April 2026
Besides its headquarters, Usonia Advisory Group has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 59 Sunset Drive, Unit 101a, Briarcliff ManorHQ
Contact and registration details
- Legal name
- Usonia Advisory Group, LLC
- Headquarters
- 59 Sunset Drive, Unit 101a, Briarcliff Manor, NY 10510
- Website
- myurpg.com
- Phone
- 914-432-5800
- SEC file
- 801-136235
- Structure
- New York LLC
- Fiscal year end
- December
Usonia Advisory Group uses Charles Schwab ($178M) as custodian for its separately managed accounts. Usonia Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $178M100%
At year end, Usonia Advisory Group’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks9%
- Funds88%
- Registered funds83%
- Pooled vehicles5%
- Cash3%
How many clients does Usonia Advisory Group have?
Usonia Advisory Group has 152 clients and manages $197 million for them, as of September 2026. They include 152 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Usonia Advisory Group offer?
Usonia Advisory Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Usonia Advisory Group charge?
Usonia Advisory Group charges up to 2.00% a year for its Retirement planning services. The fee is billed in advance, is negotiable and requires an account of at least $1,500,000.
Which custodians does Usonia Advisory Group use?
Usonia Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $178M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Usonia Advisory Group have?
Usonia Advisory Group has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Usonia Advisory Group invest in?
At the end of its last fiscal year, Usonia Advisory Group’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 5% pooled vehicles (private funds and similar) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Usonia Advisory Group have a minimum investment?
Yes, Usonia Advisory Group’s minimum account size for its Retirement planning services is $1.5M.
Who owns Usonia Advisory Group?
Usonia Advisory Group’s direct owner is Peter Gallagher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Usonia Advisory Group get paid?
Usonia Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Usonia Advisory Group?
Usonia Advisory Group’s main office is at 59 Sunset Drive, Unit 101a, Briarcliff Manor, NY 10510. Its phone number is 914-432-5800. Its website is myurpg.com.