Gerard Barrasso
Gerard Barrasso is a CFP-designated registered investment advisor at United Financial Planning Group LLC, based in Hauppauge, NY, with 5 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 188 clients with $350M 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. Rates range from 0.75% to 1.00% for the first $1,000,000 and 0.25% to 0.50% for amounts over $1,000,000. Household accounts may be aggregated. Tax preparation fees may be waived for accounts maintaining at least $1,000,000.
Fee Estimator
Contact
Gerard Barrasso
Location
350 Motor Parkway, Suite 300, Hauppauge, NY, 11788-2981
Get directionsHistory
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 →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.
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