UNITED FINANCIAL PLANNING GROUP LLC
Firm details
- Headquarters
- HAUPPAUGE, New York
- CRD number
- 149843
- Registered since
- May 28, 2018
- Website
- unitedfpg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.06%
- Individuals9.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
United Financial Planning Group LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered in 2018. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses; pension consulting is also listed among its advisory services. Its fee model includes AUM-based charges alongside hourly and fixed-fee engagements. The firm identifies as an accountant-led practice and does not present itself as a capital allocator or an active ESG investor.
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 Funds66%
- US Government Bonds16%
- Cash & Cash Equivalents10%
- Exchange Traded Equities6%
- State & Local Bonds2%
Contacts
3 of 4GERARD BARRASSO
PresidentCRD 5655119
Jose Vivero
Financial AdvisorCRD 6491974
Ryan Derousseau
Financial AdvisorCRD 7684477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$153M in ETFs
99%
$152M
<1%
$917K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $30.4M | 154,900 | 19.88% |
Location
HAUPPAUGE, NY
SUFFOLK
Location
HAUPPAUGE, NY
Headquartered in HAUPPAUGE, 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
- SUFFOLK
- Address
- 350 Motor Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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