Jose Vivero is a CFP, ChFC-designated registered investment advisor at United Financial Planning Group LLC, based in Hauppauge, NY, with 9 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning. Their firm serves 198 clients with $310M 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. The annual fee range for the first $1,000,000 is 0.75% to 1.00%. The annual fee range for any amount over $1,000,000 is 0.25% to 0.50%.
Fee Estimator
Location
350 Motor Parkway, Suite 300, Hauppauge, NY, 11788-2981
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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 →Employment History
Current Registrations
United Financial Planning Group LLC
Previous Registrations
Moneco Advisors
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.