Michael Prior
Michael Prior is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Peoria, 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
16150 Arrowhead Fountains Dr, Suite 265, Peoria, AZ, 85382
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the President/CEO of Priority Financial Group, providing asset protection services including insurance and estate planning. He is also the CEO of PFG Insurance Services, an insurance agency, and PFG Advisors, a hybrid RIA, and spends a few hours per week on each. Additionally, Michael dedicates a few hours per week to RIA Partners Group, which provides back-office support to other RIAs.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Cue Advisory Services, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
AXA Advisors, LLCBroker
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations52 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.