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United Planners' Financial Services of America a Limited Partner

View SEC Summary
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Assets Under Management

$10.6B

Number of Clients

26,942

Number of Advisors

531

Average Client AUM

$395K

AUM per Advisor

$20.0M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

United Planners Financial Services is a dual-registered firm (SEC Investment Advisor and Broker-Dealer) offering advisory and brokerage services. They provide financial planning and portfolio management through Financial Professionals (IARs) who are independent contractors. Services include financial planning, risk assessment, investment research, and various portfolio management programs.

Fee Structure

Minimum Investment:$10K
Areas of Practice
Investment ManagementRetirement Planning
Location

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258

531 Advisors at this firm

AG
Aaron Brian Graham
AS
CFP
Aaron Jay Sal
AP
Aaron Kyllo Petty
AS
Aaron Pierce Sevigny
AV
Aaron Tod Vettraino
AB
CFP
Abe William Bochner
AC
Adam Lee Cohler
AS
Alan Hall Stephenson
AS
Albert Bryan Shapiro
AD
ChFC
Albert Dagosto
AB
Alexander Barta
AB
CFP
Alexander Louis Bush
AF
Alexandria Nicole Franco
AR
Alex D Rosen
AM
CFP
Allan Mark Macvean
AY
CFP
Allen Gammon Yee
AM
Alyse Nicole Mullins
AG
Amy Sue Grunden
AN
Andrea Nelson
AE
Andres Escobedo
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