United Wealth Planning, LLC (Garden City)

Name: United Wealth Planning, LLC
Address: 377 Oak Street, Garden City, NY, 11530
Telephone: 516-222-0021

United Wealth Planning, LLC is a related adviser based in Garden City. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

United Wealth Planning provides financial planning services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay United Wealth Planning, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients United Wealth Planning serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of United Wealth Planning is individuals with 2 clients and $0 of assets under management. Among the 0 most similar advisory firms, United Wealth Planning has the 0th lowest percentage of individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

United Wealth Planning doesn't advise any private funds.

Careers at United Wealth Planning, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lee Delorenzo	President and manager	1 May 2015	75% - 100%	1287449
Kathryn Payne Beller	Chief compliance officer	1 May 2015	Other	5072413

Based in Garden City

The principal office where United Wealth Planning, LLC performs its advisory services is located at 377 Oak Street, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-222-0021 or by fax 516-222-0163. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at unitedwealthplanning.com.