Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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Firm
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
Johnstown, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
35 years
Allan MacVean is a CFP® professional with 35 years of industry experience. He has been with United Planners' Financial Services of America since 2020 and previously worked at SSN Advisory Inc and Securities Service Network for nine years. Outside of his advisory work, MacVean serves as a deacon at Crossroads Community Church and has a long history as a substitute bus driver for local school districts. United Planners Financial Services serves a diverse clientele including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.
$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
Commission-based products available through BD capacity; commissions vary by product.
Financial Planning/Consulting Fees may be hourly; negotiated individually.
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.
Johnstown, NY
Florida · New York
Allan MacVean
2020 - Present (6 years)
United Planners' Financial Services of America a Limited Partner
2020 - Present (6 years)
SSN Advisory Inc
2011 - 2020 (9 years)
Securities Service Network
2011 - 2020 (9 years)
FIXED LIFE INSURANCE
1990 - Present (36 years)
Mohawk Valley Board Sports Officials
1979 - 2025 (46 years)
Gloversville Enlarged School District
1975 - Present (51 years)
Hfm Boces
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Gloversville, NY
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CFP®, Series 66
Amsterdam, NY
Mariner
Series 66
Gloversville, NY
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Series 63, Series 65
Amsterdam, NY
GWN Securities Inc.
Series 63, Series 65
Johnstown, NY
GWN Securities Inc.
CFP®, Series 66
Caroga Lake, NY
Schwab Wealth Advisory
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