United Financial Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$15,000

“One-time fixed fees can range from $1,500 to $15,000 depending on plan complexity.”

Quarterly fee

$1,500⁠-⁠$5,000/qtr

“Ongoing financial planning fees are negotiable based on the complexity of the client's financial situation, but typically can range from $1,500 to $5,000 per quarter.”

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

How United Financial Planning Group LLC bills

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

• “One-Time & Hourly Financial Planning Services Financial planning fees are negotiable based on the complexity and scope of the plan, as well as the client’s financial situation and objectives.”
• “Typically, financial planning fees will be due in advance.”
• “Term & Termination Ongoing planning fees may be structured as monthly, quarterly, or other recurring arrangements depending on client needs and agreement terms, and clients may elect to pay in advance.”

How United Financial Planning Group LLC’s fees compare

• Its flat or project fee of $1,500-$15,000 spans the New York median of $4,500. 78% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Hauppauge that publish a flat or project fee charge less.

About United Financial Planning Group LLC

• Firm size: 8 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning

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

1% a year

Clients

188

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$347,485,217

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149843

Website

facebook.com/unitedfpg (opens in new tab)

Phone

(631) 234-0871

Can advise clients in 5 states: Connecticut, Florida, New Jersey, New York, Texas

Other planners in Hauppauge that publish fees

• CFM Advisors IncHauppauge$500⁠-⁠$2,500
• Conrad Capital Management, Inc.Hauppauge$150⁠-⁠$300/hr, $150⁠-⁠$300
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 5 planners in Hauppauge