Gerry Barrasso
United Financial Planning Group · Hauppauge, New York
Gerry Barrasso is a fee-only financial advisor at United Financial Planning Group in Hauppauge, New York, who holds the CFP, CPA and MBA credentials. Gerry focuses on equity compensation, founders (pre-exit) and tax planning. United Financial Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Tech employees
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | United Financial Planning Group |
|---|---|
| Based in | Hauppauge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $347.5M across 188 accounts |
| Credentials | CFP · CPA · MBA · PFS |
| SEC registration | Investment adviser representative in NY, TX · CRD 5655119 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | unitedfpg.com |
| Profile |
How Gerry'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 Gerry
Is Gerry Barrasso a fee-only financial advisor?
Yes. Gerry Barrasso is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gerry's firm.
How does Gerry charge for financial advice?
Gerry's firm, United Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gerry Barrasso based?
Gerry Barrasso is based in Hauppauge, New York.
What does Gerry specialize in?
Gerry's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Gerry works with founders, tech employees, executives, retirees and pre-retirees.
What credentials does Gerry Barrasso hold?
Gerry Barrasso holds the CFP, CPA, MBA and PFS credentials.
Is Gerry Barrasso registered with the SEC?
Yes. Gerry Barrasso is registered as an investment adviser representative in NY and TX (CRD 5655119), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Gerry Barrasso?
Through Gerry's website, unitedfpg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- United Financial Planning Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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