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Thomas James Dettore

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner — Shavertown, PA

Updated today

Credentials

CFP®, Series 63

Experience

38 years

Location

Shavertown, PA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner logo

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Enterprise

Total advisors

363

Across 202 offices

Clients per advisor

83 High

Avg AUM per client

$410,135 Typical

HNW client ratio

16% Typical

About

Thomas Dettore is a CFP® professional currently with United Planners Financial Services of America, bringing 38 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. Outside of advisory work, Dettore is president of two real estate companies focused on property management and sales. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm combines advisory and brokerage capabilities with multiple custodial and third-party management platforms, primarily managing client assets on a non-discretionary basis.

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

See office

Shavertown, PA

Shavertown PA

Advisors at this office

1

Most active in

Louisiana · New York · Pennsylvania · Texas

Work history

38 years of industry experience

United Planners Financial Services

2024 - Present • 2 years

Scottsdale, AZ

Scf Investment Advisors, Inc

2021 - Present • 5 years

Fresno, CA

Scf Securities, Inc

2021 - Present • 5 years

Fresno, CA

LPL Financial

2018 - 2021 • 3 years

Amherst, NY

INVEST Financial Corporation

2012 - 2018 • 6 years

Tampa, FL

Bona Student Housing

2010 - Present • 16 years

Allegany, NY

Stacks, Inc

2002 - Present • 24 years

Allegany, NY

Financial Planning Advisory Group

1991 - Present • 35 years

Amherst, NY

Thomas Dettore

1988 - Present • 38 years

Amherst, NY

Disclosures

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

Business activities & affiliations

user avatar

Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
user avatar

George A

CFP®

Harveys Lake, PA

George J. Appel

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
user avatar

Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Business sale tax planning Business succession planning
user avatar

Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
user avatar

Clare K

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
user avatar

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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