Uncommon Cents Investing logo

Uncommon Cents Investing

Updated today

Client assets under management

$514,136,599

Clients

589

25% high-net-worth

Advisors

3

of 3 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

196

Very High

Average account size

$872,897

About

Uncommon Cents Investing provides investment management and advisory services to individuals (including high‑net‑worth clients), employee‑sponsored retirement plans, trusts and estates, and offers separate consulting on estate, real estate and insurance matters; the firm lists a $250,000 household minimum and reported about $519.6 million in regulatory assets under management as of December 31, 2025, most on a discretionary basis. It also serves plan sponsors in an ERISA 3(21) capacity, offering investment screening, monitoring, education and benchmarking services for retirement plans.

The firm develops written client profiles and investment plans and manages portfolios primarily by allocating equity exposure to individual stocks while using ETFs, mutual funds and debt securities for diversification; its stated approach is long‑term and tax‑conscious, and it may adopt more conservative allocations if it judges markets overvalued. UCI conducts periodic portfolio reviews, operates discretionary trading authority with client limits, and makes use of features such as householding for fee calculation and the ability to advise on outside or noncustodied assets.

Distinctive elements disclosed in the brochure include that some registered representatives are also licensed insurance agents who sell life, long‑term care and fixed annuity products (a conflict the firm discloses and mitigates by offering clients the choice of other providers), and that the firm hosts a syndicated radio program which can generate client inquiries. The brochure also notes use of third‑party platforms (Panoramix for reporting and administration) and Charles Schwab as the required qualified custodian, and it discloses the firm’s use of testimonials in its advertising materials.

Client services

Financial planning Portfolio management Consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.20% annually, negotiable based on account size, complexity, activity, or other reasons $0+: ERISA 3(21) plan fees range from 0.25% to 1.00% annually +:

Project-based

Up to $300 per hour, charged for consulting services

Other

Account minimum: $250,000

Main office location

Uncommon Cents Investing

1215 Suffolk Dr., Unit 100

Janesville WI 53546, United States

Number of offices

1

Most active in

Arizona · Florida · Illinois · Indiana · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sheena H

CFP®, Series 66

Janesville, WI

Uncommon Cents Investing

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Gregory S

Series 65

Janesville, WI

Uncommon Cents Investing

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

John B

Series 63, Series 65

Janesville, WI

Uncommon Cents Investing

John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.

Wealth management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")