United Planners was formed in 1987 as a Limited Partnership. This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.




100500 CLIENTS



United Planners has a robust network of approximately 500+ registered financial professionals who have been selectively invited to affiliate with us. The unique structure of the firm has proven its resilience over time and nurtures a culture of deep partnership and a shared sense of pride and ownership among our affiliated financial professionals and employees. What truly sets us apart is our commitment to sharing success, collaborative partnership, and dedicated service to our Advisors and their clients.

  • Structure – United Planners is uniquely structured as a Limited Partnership. United Planners is privately owned by Limited Partners, general partners, and tenured employees. With this structure, United Planners cannot be bought and remains adamantly not for sale.

  • Client-centric approach – United Planners prioritizes the needs and goals of their financial professionals and their clients to provide business solutions and exceptional service.

  • Independence and Autonomy – United Planners values independence for its financial advisors, allowing them to operate their business while benefiting from the support and resources provided by their broker-dealer.

  • Ethics and Integrity – United Planners upholds high ethical standards and integrity, emphasizing transparency, honesty, and trust. United Planners only invites the ideal Advisor to join the firm.

  • Culture of Compliance – United Planners maintains a strong focus on compliance and regulatory adherence while working with Advisor’s to help them achieve their business goals.

  • Innovation and Adaptability – United Planners encourages innovative business solutions and adapts to meet the evolving needs of the industry, the advisors and their clients, embracing new technologies, tools and strategies to enhance the services provided.

  • Community Involvement – through their ReachUP committee, United Planners promotes community involvement and giving back, encouraging their staff and financial professionals in the field to engage in charitable initiatives and support local causes.


United Planners distinguishes itself in the financial industry through its remarkable open architecture, which sets it apart from conventional firms. Unlike many other financial institutions that promote proprietary platforms, United Planners takes a refreshingly unbiased approach. By not offering proprietary products, United Planners eliminates conflicts of interest and ensures that its financial advisors can act solely in the best interests of their clients. This commitment to independence allows advisors at United Planners to offer a wide array of investment options from various leading providers, empowering them to construct truly customized portfolios tailored to each client’s unique goals and risk tolerance. This open architecture framework fosters a transparent and client-centric environment, where the focus is on delivering optimal financial solutions that align with clients’ needs and objectives, rather than promoting in-house products. Through this approach, United Planners aims to establish a foundation of trust and integrity, placing the clients’ best interests at the forefront of every financial decision.

  • Freedom of Choice

  • Culture of Trust & Culture of Compliance

  • The Hybrid Open Architecture Model at United Planners enables Advisors to put their client’s interest first. Advisors have the flexibility to choose from a broad range of products and services from strategic partners. United Planners does not offer any proprietary funds and therefore eliminates any conflicts of interest.

  • United Planners equips its advisors with the tools and resources necessary to navigate the complex financial landscape.