United Financial Planning Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hauppauge, NY. Its latest Form ADV filing, dated March 31, 2026, reports $347M in regulatory assets under management, 8 employees, 5 offices, and 188 accounts.
Assets Under Management
$347M
Employees
8
Offices
5 offices
Total Clients
188
Primary office
HAUPPAUGE, NY
350 MOTOR PARKWAY, SUITE 300, HAUPPAUGE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
112
2
Individuals
40.4%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of March 31, 2026
Discretionary91.2%
$317M
91% of total RAUM91.2%
Non-discretionary8.8%
$30M
9% of total RAUM8.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$347M
Total Accounts188
10Y AUM Change+$276M (+387.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change+7 (+700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.