Unified Retirement Planning Group
Firm details
- Headquarters
- Briarcliff Manor, New York
- CRD number
- 341550
- Registered since
- May 11, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Unified Retirement Planning Group is an individually owned advisory firm that serves individual and family clients. The firm charges fees by percentage of assets under management and also offers hourly and fixed-fee engagement options. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The firm lists an insurance company affiliation, which may reflect partnerships or product access tied to insurance wrappers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities9%
- Private Funds5%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Peter Gallagher
Founder and Managing DirectorCRD 2500394
Ruth Thortvedt
CRD 7038795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Briarcliff Manor, NY
Westchester
Location
Briarcliff Manor, NY
Headquartered in Briarcliff Manor, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 59 Sunset Dr
- Time zone
- ET (UTC-5)
- Office locations
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