Jose Vivero
United Financial Planning Group, LLC · New York, New York
Jose Vivero is a fee-only financial advisor at United Financial Planning Group, LLC in New York, New York, who holds the CFP, ChFC and CLU credentials. Jose focuses on equity compensation, founders (pre-exit) and tax planning. United Financial Planning Group, LLC 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, LLC |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $347.5M across 188 accounts |
| Credentials | CFP · ChFC · CLU · RICP · EA · CPA/PFS |
| SEC registration | Investment adviser representative in CT, NY · CRD 6491974 |
| Exams passed | Series 65 (2015) · Series 63 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | unitedfpg.com |
| Profile |
How Jose's firm compares
- United Financial Planning Group, LLC's average account is about $1.8 million, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Jose
Is Jose Vivero a fee-only financial advisor?
Yes. Jose Vivero is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Jose's firm.
How does Jose charge for financial advice?
Jose's firm, United Financial Planning Group, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jose Vivero based?
Jose Vivero is based in New York, New York.
What does Jose specialize in?
Jose's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Jose works with founders, tech employees, executives, retirees and pre-retirees.
What credentials does Jose Vivero hold?
Jose Vivero holds the CFP, ChFC, CLU, RICP, EA and CPA/PFS credentials.
Is Jose Vivero registered with the SEC?
Yes. Jose Vivero is registered as an investment adviser representative in CT and NY (CRD 6491974), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does United Financial Planning Group, LLC manage?
United Financial Planning Group, LLC reports $347.5M across 188 accounts in assets under management.
How do I contact Jose Vivero?
Through Jose's website, unitedfpg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- United Financial Planning Group, LLC 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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