Stephen Moss
Stephen Moss is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Chantilly, VA, with 23 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is a co-owner of HFH LLC, involved in real estate sales, rentals, and property management since 2007, and owner of Aging Life Care Planning and Aging Consultants Group. He is also an agent selling non-variable insurance since 2014.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pegasus Financial Group LLC
Previous Registrations
Triad Advisors, INC.
Triad Advisors, INC.Broker
Capital Planning & Investments
Jefferson Pilot Securities CorporationBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
La Salle St. Securities, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.