United Planners' Financial Services of America a Limited Partner
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 through its Financial Professionals (IARs). IARs provide financial planning and portfolio management services tailored to individual client needs, utilizing various programs and third-party platforms. Services include financial planning, risk assessment, investment research, and portfolio management.
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Location
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258