US FINANCIAL PLANNERS, LLC

Overview

US Financial Planners, LLC is a newly formed limited liability company that registered with the SEC in 2026. The business is owned by an individual and is classified as an unclassified adviser in the source data. The firm combines advisory work with broker-dealer and insurance activities: it operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning and portfolio management for individuals and small businesses. Advisory services explicitly include financial planning, discretionary or non-discretionary portfolio management for individual and small business clients, and selection of other advisers. The firm is flagged as a capital allocator, which suggests it intends to place client assets with third-party managers or external strategies as part of its model. It does not identify as an active ESG investor and is not documented as a multistate adviser. Fee arrangements listed are a percentage of AUM and hourly charges, indicating the firm may mix ongoing asset-based fees with hourly planning engagements depending on client needs.

Assets & Accounts