The Right Fit for Hybrid Advisors. In today’s marketplace it is important to have options. United Planners (UP) offers several options for your fee based business including the opportunity to be your own Independent RIA or associate with the Firm RIA. Trading platforms and custodian relationships are available through Pershing, TD Amaeritrade, Schwab Institutional, Fidelity Institutional and Trust Company of America. In addition, there are several approved Third Party Money Managers and Investment Management Programs available to advisors. Whether you are interested in learning more about fee based planning, are already transitioning to an Advisory platform, or if it is already your current focus, UP is dedicated to helping you maintain a successful Investment Advisory practice while offering all of the service and support you need for your Securities Business.