Ryan Derousseau
United Financial Planning Group · Hauppauge, New York
Ryan Derousseau is a fee-only financial advisor at United Financial Planning Group in Hauppauge, New York, who holds the CFP and EA credentials. Ryan 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 · EA |
| SEC registration | Investment adviser representative in NY · CRD 7684477 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | unitedfpg.com |
| Profile |
How Ryan'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 Ryan
Is Ryan Derousseau a fee-only financial advisor?
Yes. Ryan Derousseau 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 Ryan's firm.
How does Ryan charge for financial advice?
Ryan's firm, United Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Derousseau based?
Ryan Derousseau is based in Hauppauge, New York.
What does Ryan specialize in?
Ryan's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Ryan works with founders, tech employees, executives, retirees and pre-retirees.
What credentials does Ryan Derousseau hold?
Ryan Derousseau holds the CFP and EA credentials.
Is Ryan Derousseau registered with the SEC?
Yes. Ryan Derousseau is registered as an investment adviser representative in NY (CRD 7684477), 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 Ryan Derousseau?
Through Ryan'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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