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Cheryl Hirss

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Updated today

Location

Kennewick, WA 99336

Credentials

Series 66

Industry experience

21 years

About

Cheryl Hirss is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Gies Associates, LLC and her own entities, Cheryl Hirss LLC and Cheryl and Galen Hirss. Outside of advisory services, she is involved in real estate sales and property management through Cheryl and Galen Hirss. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, retirement plans, and institutional entities. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through a network of 477 independent Investment Advisor Representatives.

Client services

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management

Occupation focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Founder/Business Owner Retired Executive

Demographic focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Established Professionals

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Fee options

Fixed

Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.

Percentage

$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum

Commissions

Commission-based products available through BD capacity; commissions vary by product.

Project-based

Financial Planning/Consulting Fees may be hourly; negotiated individually.

Other

Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.

Location

8127 W. Klamath Court, Ste. B

Kennewick, WA 99336

Most active in

Texas · Washington

Work history

Cheryl Hirss

2022 - Present (4 years)

Cheryl Hirss LLC

2020 - Present (6 years)

Cheryl and Galen Hirss

2018 - Present (8 years)

Cheryl and Galen Hirss

2018 - Present (8 years)

Gies Associates, LLC

2009 - 2021 (12 years)

United Planners Financial Services

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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