Investment adviser · CRD 341550
UNIFIED RETIREMENT PLANNING GROUP
Investment adviser filing (IA)
USONIA ADVISORY GROUP, LLC
BRIARCLIFF MANOR, NY, United States · Form ADV filed Sep 8, 2026
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 460 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 152 | $197,043,391 | 100.0% |
Filing source
Form ADV 2131426 · Sep 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
59 SUNSET DRIVE, UNIT 101ABRIARCLIFF MANOR, NY, 10510, United States
CRD 341550
Filing source
Form ADV 2131426 · Sep 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.