U Financial Consulting

What U Financial Consulting does

U Financial Consulting is an independent financial advisory firm headquartered in Tampa, Florida, founded by Jon Law and operating with 1-10 employees. The firm delivers three core services, wealth management, tax analysis, and estate planning, to high net worth individuals and business owners across Florida and New York. Founder Jon Law holds CFP, ChFC, and CFF designations with over 40 years of industry experience, and the firm employs staff with prior IRS experience that supports its tax analysis offering. Supplemental offerings include college financial aid planning and a written retirement income plan.

The firm positions itself as an independent investment firm not tied to large national investing firms, allowing it to research across a broad set of funds and strategies without product constraints. There is no disclosed proprietary technology platform; the practice is fundamentally services-led, with client acquisition driven by direct consultations scheduled through Calendly, a video seminar library hosted on a third-party platform, an educational blog, and a Facebook page. The revenue model is professional services fees for advisory engagements, with no publicly disclosed pricing tiers.

The target customer segments are high net worth individuals needing retirement, tax, and estate guidance, and busy business owners and professionals who lack time to manage their own financial planning. The geographic footprint is regional, with operations in Florida and New York, and customer acquisition is sales-led through personalized consultations rather than automated or digital channels. The practice operates without disclosed funding, partnerships, awards, or regulatory actions, and generates no disclosed revenue or headcount metrics.

Name

U Financial Consulting

Legal name

U Financial Consulting

Website

https://ufinancialconsulting.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

U Financial Consulting is an independent financial advisory firm in Tampa, FL, founded by Jon Law, providing wealth management, tax analysis, and estate planning services to high net worth individuals and business owners in Florida and New York.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Tax planning advisory
• Estate planning services
• Independent financial advisory
• Retirement income planning

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: U Financial Consulting generates revenue through financial advisory and consulting fees for services including wealth management, tax analysis, and estate planning. As an independent investment firm, they provide personalized financial strategies without being tied to large national investing firms, allowing them to choose from a broad range of options to maximize client financial goals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

U Financial Consulting is an independent financial advisory firm that delivers personalized wealth management, tax analysis, and estate planning services to high net worth individuals, business owners, and professionals. As an independent investment firm not tied to large national investing firms, it researches and selects from a broad range of funds and strategies to align client assets with retirement, tax, and legacy goals. Services are delivered through scheduled one-on-one consultations with founder Jon Law and supported by IRS-experienced tax staff.

Product overview

U Financial Consulting is a financial advisory firm offering three core service areas—Wealth Management, Tax Analysis, and Estate Planning—delivered through personalized consulting with founder Jon Law. The firm operates as an independent investment firm, allowing it to research and select from a broad range of funds and strategies not tied to large national firms. Services include written retirement income plans and college financial aid planning as specialized offerings, all designed to help high net worth business owners and professionals maximize and protect their assets.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights2 records

Direct peers

• Carson Wealth: Independent RIA platform delivering wealth management, tax planning, and estate strategies to HNW individuals and business owners — same three-pillar service stack as U Financial Consulting.
• Edelman Financial Engines: Large independent RIA offering investment advice, retirement planning, and tax-aware strategies to HNW individuals and professionals — comparable in service mix and independence positioning.
• Facet Wealth: Digital-first RIA providing comprehensive financial planning (wealth, tax, retirement) to HNW clients remotely — comparable service scope but tech-enabled delivery model that contrasts with U Financial's in-person approach.
• Halbert Hargrove: Independent, fee-only RIA providing personalized wealth management, tax, and estate planning to HNW individuals — directly comparable boutique independent advisory model.
• Buckingham Strategic Wealth: Fee-only RIA serving HNW clients with evidence-based wealth management, tax, and estate planning — comparable independent, fee-only model and client profile.
• Mariner Wealth Advisors: Independent RIA providing wealth advisory, tax, estate, and retirement planning to U/HNW clients and business owners with a multi-advisor team model — directly comparable offering to U Financial Consulting.
• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, tax, and estate planning to HNW individuals and business owners — same core services and client profile as U Financial Consulting, just at much larger scale.

Broad incumbents

• Mercer Advisors: National RIA offering wealth management, tax, and estate planning to HNW individuals and families — broader incumbent comparable in service breadth but operating at much greater scale.
• Hightower Advisors: Wealth advisory firm providing comprehensive financial planning and investment management to HNW clients through a network model — broader incumbent with overlapping service suite.
• Fisher Investments: Large independent investment manager serving HNW and institutional clients with portfolio management and retirement planning — much larger scale but independent positioning and similar target market.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/ufinancialconsulting
• LinkedInlinkedin.com/company/u-financial

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about U Financial Consulting