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United Financial Planning Group LLC

EST. AUM
$347,485,217

CONTACTS
1

CLIENT ACCOUNTS
188

Firm Details

Metro area New York City
CRD Number 149843
Website unitedfpg.com
Client types

Overview

United Financial Planning Group LLC is a fee-only RIA with over $305M in assets under management. The firm provides fiduciary investment advisory, financial planning, and tax-focused wealth management services. Their approach centers on cost-efficient portfolio construction, goal-based planning, and client-specific financial strategies. Services are delivered with independence, transparency, and integration between tax and investment planning.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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