Wealth Manager
    SEC Registered
    Manages Private Funds

    United Planners' Financial Services of America a Limited Partner

    Registered investment advisor · Scottsdale, Arizona · CRD #20804

    Assets Under Management
    $12.8B
    Client Accounts
    47,883
    Employees
    620
    CRD Number
    20804
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, Axos Clearing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About United Planners' Financial Services of America a Limited Partner

    United Planners Financial Services (UPFS) is an independent, employee- and advisor-owned financial services firm based in Scottsdale, Arizona. Founded in 1987, it operates as a registered investment advisor and broker-dealer, providing back-office support to over 500 affiliated financial professionals across the United States. The firm is structured as a limited partnership, with 55% ownership held by qualifying advisors, fostering a culture of collaboration and fiduciary responsibility. UPFS o

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for United Planners' Financial Services of America a Limited Partner

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is United Planners' Financial Services of America a Limited Partner's AUM?

    United Planners' Financial Services of America a Limited Partner reports approximately $12.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is United Planners' Financial Services of America a Limited Partner headquartered?

    United Planners' Financial Services of America a Limited Partner is headquartered in Scottsdale, Arizona.

    What is United Planners' Financial Services of America a Limited Partner's CRD number?

    United Planners' Financial Services of America a Limited Partner's CRD number is 20804. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does United Planners' Financial Services of America a Limited Partner manage?

    United Planners' Financial Services of America a Limited Partner manages approximately 47,883 client accounts according to its latest SEC filing.

    Is United Planners' Financial Services of America a Limited Partner SEC registered?

    Yes, United Planners' Financial Services of America a Limited Partner is registered with the SEC as an investment adviser with an approved registration status.

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