UNIFIED RETIREMENT PLANNING GROUP

RIASEC RegisteredEst. 2026

Total AUM

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Avg account

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Advisory reps

Firm details

Headquarters: BRIARCLIFF MANOR, New York
CRD number: 341550
Registered since: May 11, 2026
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Unified Retirement Planning Group is a newly formed LLC that registered with the SEC in 2026. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a manager-of-managers or outsourced CIO element to its advisory model. It identifies as a capital allocator and supports fee arrangements billed as a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser in the available data. Classification is unlisted beyond those descriptors, which is consistent with an early-stage RIA still establishing its operational footprint.