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About Pacific United Planning
Pacific United Planning is a leading financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors, Pacific United Planning offers comprehensive financial services and personalized strategies to clients across the United States.
How the Advisor Helps Clients – Key Takeaways:
- Provides expert financial advice and guidance based on individual needs and goals
- Offers a wide range of financial services for individuals and businesses
- Empowers clients to make informed financial decisions
- Uses a personalized approach to create customized financial plans
- Strives for long-term relationships with clients to help them achieve their financial goals
Facts and Insights
Pacific United Planning has been in business for over 20 years and has a team of over 50 advisors with a diverse range of expertise. The firm has helped thousands of clients achieve their financial goals through its personalized and comprehensive approach to financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
Pacific United Planning serves a diverse range of individual and business clients. Its clients include:
- High-net-worth individuals
- Families and individuals nearing retirement
- Small business owners
- Corporations and institutions
Fees & Compensation
Pacific United Planning is a fee-based firm, which means it charges a percentage of assets under management as its compensation. The firm may also charge fees for other services such as financial planning and consulting. Fees are custom-tailored to each client based on their needs and financial goals.
Background
Pacific United Planning was founded in 1999 with the mission to provide individuals and businesses with exceptional financial planning and investment advice. The firm is based in California but has a national presence and serves clients across the United States.
Financial Advisor Disclosures to Know
Pacific United Planning is a registered investment advisor (RIA), which means it has a fiduciary duty to act in the best interests of its clients. This means the firm is legally obligated to provide objective and unbiased advice and to avoid any conflicts of interest.
Pacific United Planning has disclosures listed on its Form ADV, which can be found on the Securities and Exchange Commission’s website. These disclosures include information on the firm’s fees, services, and any regulatory or legal actions taken against the firm or its advisors.
Pacific United Planning’s team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized and comprehensive planning. As a registered investment advisor, the firm is committed to acting in the best interests of its clients and strives to build long-term relationships to help them achieve financial success.