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
Carrollton, GA 30117
Credentials
CFP®, Series 63
Industry experience
1 year
Christopher Kitchens is a CFP® professional with one year of experience, currently affiliated with United Planners' Financial Services of America. He has held roles at several businesses including Integrity Health Solutions and owns Hound Hogs BBQ Supply Co., a company that produces hunting, fishing, and cooking videos on YouTube. He also serves as an associate pastor at Hope Church. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, focusing largely on non-discretionary assets.
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.
209 Corporate Dr., Ste. 200
Carrollton, GA 30117
Georgia · Texas
United Planners
2024 - Present (2 years)
Kitchens & Clifford, LLC DBA Southern Benefit Company
2024 - Present (2 years)
Integrity Health Solutions
2020 - Present (6 years)
Hound Hogs BBQ Supply Co.
2020 - Present (6 years)
Christopher Blake Kitchens
2018 - Present (8 years)
B&B Kitchens Family, Inc
2018 - Present (8 years)
Adam & Sons
2017 - 2019 (2 years)
Self Employed
2016 - 2019 (3 years)
Hope Church
2014 - Present (12 years)
University of West Georgia
2014 - 2016 (2 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.
CFA®
Carrollton, GA
Plunkett & Associates, Inc.
Series 63, Series 65
Carrollton, GA
Advisor Share Wealth Management, LLC
CFP®, Series 63, Series 65
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
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