Stephen Michael Moss

United Planners' Financial Services of America a Limited Partner

23 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$10K

Location

4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151

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History

Regulatory History

Clean regulatory record

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.

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.