F.A.Q.

United Planner payouts range between 75% - 98% with high volume bonuses for production over $500,000 and again for all production over $1,000,000.00. There is also the possibility, for qualified advisors, to affiliate as a limited partner of the firm and therefore participate in the annual profits of the firm. 

Yes, United Planners works with both advisors under our Firm RIA and advisors with their own Independent RIA.

United Planners is a Pershing clearing broker dealer. However, we allow the use of all of the major custodians (Schwab, TD Ameritrade, Trust Company of America, Pershing Advisory Services, Pershing LLC. & Fidelity Investments) for investment advisory business at no markup for both our firm and Independent RIAs.

United Planners is structured as a Limited Partnership where the majority share, 55%, of the firm is actually owned by our Limited Partner advisors. The remaining minority share is not held by an outside entity but rather is owned by executive management of the firm who are directly involved in the day-to-day management of the firm.

United Planners works with a large range of technology affiliates and directly integrates with those through our back office business processing technologies called "Advisor Front Office".  Through United Planners these technologies can allow you to do things such as having a totally paperless office, automatic sharing between Redtail CRM and our forms and Advisor Front Office, mobile apps for clients, web based, goal based and asset based financial planning software, Single Sign-On to multiple technology offerings through one United Planners login, VA sales analysis tools, a Client Portal, and much more!