LP Profile

United Financial Planning Group

Also known as united financial planning

Wealth ManagerHauppauge, United StatesFounded 2007
$250M
Assets Under Management
Hauppauge
Headquarters
Investment Focus

About United Financial Planning Group

Looking for fee only financial planning, wealth management, or tax services in Long Island or NYC? Speak with our fiduciary financial advisors today.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to United Financial Planning Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$347.5M
Total Clients
188
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to United Financial Planning Group across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is United Financial Planning Group?

United Financial Planning Group is a wealth manager based in Hauppauge, United States, managing approximately $250M in assets.

Where is United Financial Planning Group headquartered?

United Financial Planning Group is headquartered in Hauppauge, United States.

How much does United Financial Planning Group manage?

United Financial Planning Group manages approximately $250M in assets under management.

When was United Financial Planning Group founded?

United Financial Planning Group was founded in 2007.

How can I contact United Financial Planning Group?

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