More than Independence... Ownership
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Qualified advisors affiliated with United Planners receive a Limited Partnership Unit, allowing them ownership benefits in the firm.  This means Limited Partners share in the profits of the firm every year for the rest of their career, among many other advantages.

Numerous custodial options and money management programs are available to Firm IAR’s and Independent RIA affiliates.  United Planners is a Broker-Dealer and RIA, focused on servicing a select group of consummate hybrid advisors.

Advanced technology solutions are critical to the growth and profitability of your practice.  United Planners’ affiliates are immediately empowered with beneficial integrated system solutions that efficiently work together, are easy to use, regulatory compliant, paperless and client centric.


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