Your Destination Hybrid Partner With Offices Nationwide Since 1987

Open Architecture:

The Key to Scalability, Profitability and Practice Efficiency

Custodial Choice Means Lower Costs to Clients...

Download our complimentary white paper and learn how open-architecture can provide you with more choices and a greater opportunity to grow your practice.

Open Architecture

We take pride in our investment advisory open-architecture by avoiding the following conflicts:

  • No Proprietary Platforms
  • No Mark-Ups
  • No Revenue-Sharing

United Planners is advisor owned and adamantly not for sale. This is your destination independent hybrid broker-dealer and RIA friendly firm servicing consummate financial professionals, with offices nationwide, since 1987.

Looking for a Broker-Dealer with Great Pricing, Custodial Choices, and No Markups? Contact United Planners Partner Development for a consultation on how open architecture can be of value to you and your clients. Call us at 800-966-8737.

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