Fabiola
Hill

United Planners' Financial Services Of America A Limited Partner

CRD#3026440
Investment Advisor
in Cypress, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Fabiola Hill is a financial advisor based in Cypress, California with a total of 10 years of industry experience. Hill is currently employed by United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Cetera Advisor Networks LLC, United Planners' Financial Services, Vantaquest and Erman Retirement Advisory. Hill holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 employees. It handles $6 billion in assets under management between its 50,361 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 83 charitable organizations. Of its 50,361 accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which service is provided. Fee types charged by United Planners' Financial Services Of America A Limited Partner most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

10833 Valley View St. Suite 520
Cypress, CA 90630

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

CA Average: $1,555,372,352
Total Number of Employees

567

CA Average: 37
Total Number of Accounts

50,361

CA Average: 1,370
Average Account Size

$120,841

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Fabiola Hill Work History

Fabiola has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

United Planners' Financial Services

2013 - Present (11 years)

Vantaquest

2013 - Present (11 years)

Vantaquest

2013 - 2013 (< 1 year)

Cetera Advisor Networks LLC

2013 - 2013 (< 1 year)

Erman Retirement Advisory

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fabiola Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Planners' Financial Services Of America A Limited Partner

Thomas Owings
Scottsdale, AZ
Daniel Sullivan
Matthews, NC
Fabiola Hill
Cypress, CA
Brandon Rogers
Salisbury, NC
Stephanie Duhrkopf
Sumner, IA
Randolph Moore
Scottsdale, AZ
Heidi Ludeman
Ferndale, WA
Derek Strong
Minnetonka, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started