PlannerFees

United Asset Strategies Inc. fees and pricing

Financial planner in Garden City, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 9, 2026, United Asset Strategies Inc. charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“We charge $300 per hour for the services of a Certified Financial Planner®, $150 per hour for the services of a trained individual who has not achieved the designation of Certified Financial Planner®, and $75 per hour for individuals who perform administrative functions.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How United Asset Strategies Inc. bills

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

  • “Dividends and distributions paid with respect to securities and other property held in client accounts are generally reinvested, thereby increasing the value of the client account and consequently the advisory fees payable to UAS.”
  • “In all cases, however, the investment management agreement between UAS and the client clearly reflects the actual fee to be billed and collected by UAS.”
  • “In a limited number of cases, the other financial advisor bills and collects the combined fee and remits the portion due to UAS.”

How United Asset Strategies Inc.’s fees compare

  • Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
  • 2 of the 6 other planners in Garden City that publish an hourly rate charge less.

About United Asset Strategies Inc.

“In addition to investment management services, we help clients plan for the possibilities of tomorrow through thoughtful estate and financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 33 employees.
  • Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

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
0.25% a year
Clients
1,577
Employees
33
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$2,218,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
107434
Website
unitedasset.com (opens in new tab)
Phone
(516) 222-0021

Can advise clients in 25 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, Missouri, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin

Other planners in Garden City that publish fees

Compare all 15 planners in Garden City

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