Gerard Barrasso
Gerard Barrasso is a CFP-designated registered investment advisor at United Financial Planning Group LLC, based in Hauppauge, NY, with 4 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 198 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. The annual fee range for the first $1,000,000 is 0.75% to 1.00%. The annual fee range for any amount over $1,000,000 is 0.25% to 0.50%.
Fee Estimator
Contact
Gerard Barrasso
Location
350 Motor Parkway, Suite 300, Hauppauge, NY, 11788-2981
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
United Financial Planning Group LLC
State Registrations2 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.
Exams
Additional Information
Gerry Barrasso, CPA, CFP®, PFS, is the founder of United Financial Planning Group, a fee-only advisory firm. With over 30 years of experience, his integrated approach emphasizes the synergy of wealth management, financial planning, and tax planning and preparation. He works extensively with retirees, those nearing retirement, small business owners, high-net-worth individuals/families, and high earning professionals. He believes in aligning every aspect of financial strategy to maximize wealth, minimize taxes & fees, and ensure long-term financial success for his clients.