Compliance & Disclosures
As a registered investment advisor and fee-only fiduciary, we hold ourselves to the highest standards of transparency. Below you will find our regulatory filings and policies.
Form ADV Part 2A - Firm Brochure
Our firm brochure describes our advisory services, fees, business practices, and any conflicts of interest.
Last updated: March 21, 2025
Form ADV Part 2B - Brochure Supplement
Supplemental information about the supervised persons who provide advisory services on behalf of our firm.
Last updated: March 21, 2025
Form CRS - Client Relationship Summary
A summary of the types of services we provide, fees, costs, conflicts of interest, and disciplinary history.
Last updated: August 17, 2023
Privacy Policy
How we collect, use, and protect your personal and financial information.
Last updated: 2021
United Financial Planning Group is a fee-only Registered Investment Advisory (RIA) firm. If you have any questions about these documents or our regulatory obligations, please contact us.