Christine Backel
United Financial Planning Group · Whitestone, New York
Christine Backel is a fee-only financial advisor at United Financial Planning Group in Whitestone, New York, who holds the CFP credential. United Financial Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Financial Planning Group |
|---|---|
| Based in | Whitestone, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $347.5M across 188 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6930894 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.unitedfpg.com |
How Christine's firm compares
- United Financial Planning Group's average account is about $1.8 million, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Christine
Is Christine Backel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and United Financial Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine's firm, United Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christine Backel based?
Christine Backel is based in Whitestone, New York.
What credentials does Christine Backel hold?
Christine Backel holds the CFP credential.
Is Christine Backel registered with the SEC?
Yes. Christine Backel is registered as an investment adviser representative in NY (CRD 6930894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Financial Planning Group manage?
United Financial Planning Group reports $347.5M across 188 accounts in assets under management.
How do I contact Christine Backel?
Through Christine's website, www.unitedfpg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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