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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

Trusted Fiduciary

About United Financial Planning Group, LLC

Anyone can call themselves a financial planner. But any financial planning advice received from stockbrokers or insurance agents should be considered carefully. Do these agents have the best interest of your retirement savings at heart, or are they solely seeking commission?

Not to mention, they may be experts in their field but that doesnt qualify these individuals to offer financial planning advice, especially when it comes to complex issues like your retirement planning.

We are not swayed by commissions or sales incentives. Instead, we measure our success by the quality of life our clients experience throughout retirement. We achieve this by always putting the clients needs and goals first.

When we took our fiduciary oath, we vowed to always act in good faith and with candor. This means well be proactive in disclosing any conflicts of interests that could impact our client, and we will not accept referral fees or compensation from outside entities based on product sales.

Our decades of experience and commitment to the industry has led us to obtain several important industry designations. These include CERTIFIED FINANCIAL PLANNER" (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Enrolled Agent (EA).

General Information

Firm Start Year

2005

No.of Employees

2-4

CRD#

149843

Firm CRD#

149843

Name of Custodial Firm

Charles Schwab

States Licensed in

Registered with the SEC

Years of Experience in Financial Services

30

Number of Years with Current Firm

15

Work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Stocks, Exchange Traded Funds (ETFs), Bonds, Mutual Funds

Can meet clients in the following ways

Via Email, Our Office, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CPA, PFS™

Firm Information

Firm's Number of Clients

300

Firm's Number of Managed Clients

90

Assets Managed by Firm

$140,000,000

Advisor's Number of Managed Clients

90

Advisor's Number of Planning Clients

200

Assets Managed by Advisor

$140,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly

Fee % Based on Assets

1% to 0.25

Hourly Rate

$300

Minimum Fee Charged for Hourly Planning Accounts

$300 per hour

Education

BBA - Finance

Hofstra University
09/01/1987 - 05/15/1991

MBA - Accounting

St. Johns University
09/01/1992 - 05/15/1995