United Planners' Financial Services of America A Limited Partner
Scottsdale, AZ·SEC-registered · CRD #20804
United Planners' Financial Services of America A Limited Partner is an SEC-registered investment advisory firm in Scottsdale, AZ managing $13B across 95k client accounts, with 546 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$13B
Client accounts
95k
Advisory staff
546
Fee model
Fee-based
How United Planners' Financial Services of America A Limited Partner is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about United Planners' Financial Services of America A Limited Partner
How much does United Planners' Financial Services of America A Limited Partner manage?
Per its most recent SEC Form ADV filing (06/18/2026), United Planners' Financial Services of America A Limited Partner reports $13B in regulatory assets under management across roughly 95k client accounts.
How does United Planners' Financial Services of America A Limited Partner charge?
United Planners' Financial Services of America A Limited Partner is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is United Planners' Financial Services of America A Limited Partner a fiduciary?
Yes. United Planners' Financial Services of America A Limited Partner is registered with the U.S. Securities and Exchange Commission (CRD #20804), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is United Planners' Financial Services of America A Limited Partner taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks United Planners' Financial Services of America A Limited Partner and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Scottsdale, AZ
Profile compiled from United Planners' Financial Services of America A Limited Partner's public SEC Form ADV filing (CRD #20804, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of United Planners' Financial Services of America A Limited Partner. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with United Planners' Financial Services of America A Limited Partner? Claim this profile.