United Planners' Financial Services Of America A Limited Partner
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Overview
United Planners' Financial Services Of America A Limited Partner operates as a financial advisory firm headquartered in Scottsdale, Arizona. It controls $6.1 billion in assets under management across 50,361 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). The company has a large team, including 485 financial advisors. United Planners' Financial Services Of America A Limited Partner is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, stocks and bonds.
United Planners' Financial Services Of America A Limited Partner oversees some of its client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without needing to seek the customer's permission. The firm also administers 48,220 non-discretionary accounts totaling $5.7 billion in AUM. United Planners' Financial Services Of America A Limited Partner's average account size is $120,841. The typical advisor at United Planners' Financial Services Of America A Limited Partner administers around 104 client accounts.
The company's headquarters is located at 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, Arizona 85258. United Planners' Financial Services Of America A Limited Partner is legally permitted to provide services to clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
United Planners' Financial Services Of America A Limited Partner by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6.1 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
567
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
50,361
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$120.8 thousand
Products and Services
United Planners' Financial Services Of America A Limited Partner offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the prior financial year, the company provided financial planning services to 51-100 of its accounts. The company does sell products or offer services apart from investment advice to its clients. United Planners' Financial Services Of America A Limited Partner also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely depend on which service is offered. However, fee types billed by the company likely include some combination of the following fee types: asset-based, hourly, fixed or commission-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company does business with a broad range of clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 50,361 clients, United Planners' Financial Services Of America A Limited Partner's biggest client type is retail investors, though it also caters to 3,032 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 10.34%
- Other Individuals - 88.66%
- Corporations - 0.72%
- Charitable Organizations - 0.28%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
United Planners' Financial Services Of America A Limited Partner does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Cypress, CA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Ferndale, WA
Minnetonka, MN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.