Pacific United Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$26,336,918
Clients
104
Advisors
1
of 1 employees
About
Pacific United Planning, Inc. provides fee‑only financial planning and discretionary investment management to individuals and select corporate or business clients, and offers one‑time consultations as well as ongoing comprehensive planning arrangements. The firm manages client assets through its own wrap fee program and also provides discretionary management via a third‑party platform administered through Orion Portfolio Solutions.
The firm’s investment process combines modern portfolio theory with fundamental and technical analysis to create documented investment policy statements and customized strategic or tactical asset allocations, and it accepts discretionary authority to implement those strategies. Accounts are reviewed at least quarterly with more frequent monitoring as needed, and clients can impose investment restrictions that are reflected in tailored plans.
The firm is notable among peers for sponsoring a wrap fee program and for publishing newsletters and offering public seminars and workshops, features that are statistically uncommon for independent advisers of this size. The brochure also discloses that the firm’s principal maintains outside employment as a commercial airline pilot (about 20% of time), a non‑investment activity the firm says does not create crossover client conflicts.
Client services
Expertise
Occupation focus
Fee options
<$50,000 - $50,000: 1.40% $50,000.01 - $100,000: 1.40% $100,000.01 - $250,000: 1.40% $250,000.01 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.90% $3,000,000.01 - $5,000,000: 0.50% $5,000,000.01+: 0.40%
Fee-only: One-time financial consultation: $600 for 2 hours; Ongoing financial planning fees: negotiable monthly fixed fee ranging from $50 to $900 per month
Main office
Playadel Rey CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Pacific United Planning · Pacific United Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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