Ulmer Financial fees and pricing
Financial planner in Charlottesville, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Ulmer Financial charges a flat or project fee of $1,200-$6,000 and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200-$6,000
“The fixed fee can range between $1,200 and $6,000, depending on complexity and the needs of the client.”
- Monthly fee
- $100-$500/mo
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $100-$500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ulmer Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Ulmer Financial’s fees compare
- Its flat or project fee of $1,200-$6,000 spans the Virginia median of $4,250. 46% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Charlottesville that publish a flat or project fee charge less.
About Ulmer Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $3,118,562
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319222
- Phone
- (434) 987-6844
Other planners in Charlottesville that publish fees
- Aria Wealth PartnersCharlottesville$2,500-$10,000
- Broadpark Advisors, LLCCharlottesville$250/hr, $300
- High Top Growth PartnersCharlottesville$500/hr, $10,000
- Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
- Miller Asset Solutions LLCCharlottesville$1,000/yr
- Nicolette Financial Advisors LLCCharlottesville$150-$200/hr, $150/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.