United Planners (UP) is a Hybrid RIA and Broker-Dealer structured as a Limited Partnership, allowing qualifying representatives to share in the firm’s annual profits while benefiting from top payouts.

For over 30 years, UP has fostered a strong, advisor-centric culture driven by high-quality professionals and dedicated back-office support. Advisors gain access to innovative business solutions designed to enhance efficiency for advisors and their clients.

UP embraces the hybrid advisor model, offering flexible, low-cost open architecture solutions under the Firm RIA or as an Independent RIA. We service. We care. We share (profits).