Unified Retirement Planning Group fees and pricing

Financial planner in Briarcliff Manor, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 8, 2026, Unified Retirement Planning Group charges $800 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $800/hr; “Financial planning services are billed at an hourly fee of $800/hour or fix fee rate that may range between $3,500 - $5,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable based on factors such as asset size, related accounts, and complexity of client needs.”
“All hourly and fixed fees for services offered by the firm will be determined in advance Page 6 of 21 based on the agreement between the client and the firm and based on the information provided by the client at that time.”
“Financial planning fees are billed half in advance and half at the delivery of the financial plan.”

Its hourly rate of $800 is above the New York median of $300. 97% of the 301 other New York planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 152
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $197,043,391
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 341550
Website: myurpg.com (opens in new tab)
Phone: (914) 432-5800

Can advise clients in 4 states: Connecticut, New Jersey, New York, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.