Get Started on Your Journey to Independence
United Planners fosters a dynamic and supportive culture built on exceptional service, efficiency, and a commitment to its advisors. With hold times of less than 10 seconds and a dedicated, high-quality back-office team, we prioritize responsiveness and reliability. Our “kick-butt” is centered around collaboration, integrity, and our firm stance on a NO Jerk Policy, ensuring a positive and respectful environment for all. We believe in having fun while getting it done, creating an atmosphere where advisors feel empowered, valued, and supported. This investment in culture translates into an outstanding experience for both advisors and their clients.
United Planners is an Independent RIA and Broker-Dealer that has been empowering financial professionals since 1987. Our unique Limited Partnership structure sets us apart, ensuring long-term stability and a commitment to advisor success. Same trusted name, ever-improving service, and an unmatched cultural experience.
Here’s what makes United Planners different from other Independent RIA/BD firms:
A Firm Built on Advisor Ownership
United Planners is 100% owned by advisors and employees . The General Partners hold 45%, while qualifying producing advisors collectively own 55%, sharing directly in the firm’s annual profits. This advisor-first model ensures that UP is not for sale —our advisors and employees have a true stake in the firm’s success.
A Culture That Puts People First
At United Planners, culture isn’t just a buzzword—it’s a competitive advantage. We invest in an advisor-focused experience with less than 10-second hold times , a dedicated, high-quality back-office team, and a firm-wide commitment to having fun while getting it done. We take pride in our kick-butt culture and NO Jerk Policy, fostering a professional, collaborative, and supportive environment.
Service That Puts Advisors in Control
At United Planners, advisors are our clients —and we serve them with a level of care that’s rare in the industry. We provide:
- True open architecture Advisors have complete freedom to choose custodians, third-party managers, and tech solutions.
- Low-cost, conflict-free solutions No proprietary products, just the best options for your business and clients.
- Creative, common-sense problem-solving We work with you to overcome challenges efficiently and effectively.
- Tech-forward efficiency We simplify complex problems with innovative technology, always keeping your success top of mind
- Want to learn more? Request information today and discover how United Planners can help you build the independent practice you’ve always wanted.