United Financial Planning Group offers comprehensive financial planning, portfolio management, and tax preparation services for individuals, high-net-worth clients, and small business owners. United Financial Planning Group helps clients navigate retirement planning, tax strategies, estate coordination, and long-term asset management through a diversified, long-term approach. Clients can hire United Financial Planning Group for one-time financial plans, ongoing recurring planning, or continuous investment management on either a discretionary or non-discretionary basis. United Financial Planning Group also operates under the business name Thinking Cap Financial for marketing purposes and coordinates with associated tax professionals to offer integrated tax and accounting services.
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.
