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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2018
- Office Locations
- 3
Office Locations
About United Financial Planning Group LLC
United Financial Planning Group is a fee-only, fiduciary RIA providing financial planning, discretionary wealth management, and in-house tax planning and preparation. Led by CFP® and CPA professionals, the firm builds tax-efficient, goals-based portfolios (often using ETFs and mutual funds) for individuals and business owners nationwide, with offices on Long Island and in NYC. Distinctive: advisor and accountant under one roof.
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Custodian
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Owner & Executives
GERARD BARRASSO
Chief Compliance Officer, President
- CRD
- #5655119
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christine Ann Backel
Consultant
- CRD
- #6930894
Ryan Michael Derousseau
Financial Advisor
- CRD
- #7684477
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,999,603 | $1,853,799 |
| Non-Discretionary | $30,485,614 | $1,793,271 |
| Total | $347,485,217 | $1,848,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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