Universal Financial Planning Consultants, Inc.
Universal Financial Planning Consultants, Inc. (CRD# 116386) is a financial advisory firm headquartered in Saint Louis, MO. They manage $196,317,932 in 543 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management196MILLION
Total Number of Accounts543ACCOUNTS
Average Account Value$361,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX