Sheila Cuffari-Agasi
Sheila Cuffari-Agasi is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 30 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
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
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Regulatory History (1)
Criminal
March 2005Other Business ActivitiesSells Insurance
Sheila is a trustee for the Agasi Family Trust, a member of Rainbow Rain LLC, and president of Planwell Financial LLC. She is also an agent for non-variable insurance since 2006.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Aig Financial Advisors, INC.Broker
Total Investment Management INC
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.Broker
Donald & CO. Securities INC.Broker
State Registrations7 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.