Assets Under Management
$10.6B
Number of Clients
26,942
Number of Advisors
531
Average Client AUM
$395K
AUM per Advisor
$20.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
United Planners Financial Services is a dual-registered firm (SEC Investment Advisor and Broker-Dealer) offering advisory and brokerage services. They provide financial planning and portfolio management through Financial Professionals (IARs) who are independent contractors. Services include financial planning, risk assessment, investment research, and various portfolio management programs.
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258