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Xerxes Lawingco Nabong

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner — Mansfield Center, CT

Updated today

Credentials

Series 66

Experience

21 years

Location

Mansfield Center, CT 06250

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner logo

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Enterprise

Total advisors

364

Across 203 offices

Clients per advisor

83 High

Avg AUM per client

$410,135 Typical

HNW client ratio

16% Typical

About

Xerxes Nabong is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. He has been associated with United Planners since 2016 and is also involved with Greenwich Partners, LLC and PXP LLC. Outside of advisory work, he has been active in real estate sales and property management through his ownership roles in related entities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers to implement client strategies.

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

Mansfield Center, CT

205 Storrs Rd

Mansfield Center CT 06250

Advisors at this office

3

Most active in

Connecticut · Texas · Virginia

Work history

21 years of industry experience

self - rental property

2023 - 2024 • 1 year

Scottsdale, AZ

Greenwich Partners, LLC

2019 - Present • 7 years

Suffolk, VA

PXP LLC

2018 - Present • 8 years

Virginia Beach, VA

Escape Room Virginia Peninsula

2016 - 2022 • 6 years

Hampton, VA

United Planners' Financial Services

2016 - Present • 10 years

Scottsdale, AZ

Escape Room Virginia Beach, LLC

2015 - 2022 • 7 years

Virginia Beach, VA

personal

2014 - 2024 • 10 years

Virginia Beach, VA

Virginia Beach Rental Property

2014 - 2023 • 9 years

Virginia Beach, VA

Yelp INC.

2012 - 2018 • 6 years

San Francisco, CA

Virginia Financial Planning

2011 - 2020 • 9 years

Virginia Beach, VA

Virginia Financial Planning

2011 - 2020 • 9 years

Virginia Beach, VA

Xerxes L. Nabong

2005 - Present • 21 years

Virginia Beach, VA

Ameriprise

2005 - 2010 • 5 years

Virginia Beach, VA

Disclosures

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

Business activities & affiliations

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John S

PFS™, Series 65

Colchester, CT

JGS Wealth Management, LLC

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

General retirement planning General tax planning Passive / index investing

Andrew H

CFP®, ChFC®

Tolland, CT

Pink Planning

Money is frequently a top stressor, especially for those who are trying to build wealth or LGBTQ+. Pink Planning’s mission is to make financial planning feel relevant, judgement free, and easy to understand. This means no jargon, no asset minimums, no product pushing. Your financial plan is customize to you with your goals at the center. Pink Planning is a fee-only firm providing financial advice and investment management to individuals and families, while upholding the fiduciary standard. Simply put, we act in your best interest at all times.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning LGBTQIA Minorities Young Professionals Gen Y/Millennials (Born 1980-1995)
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Sarah M

CFP®, Series 63

Ellington, CT

Financial Answers, LLC

Sarah Maskill is a Certified Financial Planner® with 19 years of industry experience. She has been the principal advisor at Financial Answers, LLC since 2012 and previously worked at OSAIC Institutions, INC. for five years. Financial Answers, LLC is an independent firm providing fee-only financial planning, education, and non-discretionary investment advice primarily to individual clients. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy, combining passive and active strategies tailored to client needs and market conditions, with a particular focus on financial education and workshops.

Cash flow / budgeting Debt management General retirement planning General tax planning
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William P

CFP®, Series 65

Tolland, CT

RidgePoint Wealth Advisors LLC

William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.

Wealth management
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Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Active portfolio management
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David S

Series 63, Series 65

Tolland, CT

Integrity Financial Advisors, LLC

David Schubach is a financial advisor at Integrity Financial Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at New Frontier Advisors. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm often utilizes its affiliated investment manager, Auour Investments, for ETF-based, model-driven portfolio management tailored to client risk tolerance and planning goals.

Passive / index investing Wealth management
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