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, Series 65
Industry experience
29 years
Jonathon Monsour is a CFP® professional with 29 years of experience in the financial services industry. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors, Inc. In addition to his advisory work, Monsour has operated M&M Property Group since 2004. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform.
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 · Louisiana · Texas
United Planners Financial Services of America
2017 - Present (9 years)
Easton Elite Speed Fastpitch
2012 - 2024 (12 years)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2009 - 2017 (8 years)
Cambridge Investment research, Inc
2009 - 2017 (8 years)
The Financial Planning Group
2009 - Present (17 years)
Jonathon Monsour
2009 - Present (17 years)
The Financial Planning Group
2009 - Present (17 years)
Jon Monsour DBA M&M Property Group
2004 - Present (22 years)
Jon Monsour DBA M&M Property Group
2004 - Present (22 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
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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