Ulrich Investment Consultants fees and pricing
Financial planner in Albuquerque, New Mexico. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 30, 2026, Ulrich Investment Consultants charges $100-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Fees are negotiable but generally range from $100 to $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ulrich Investment Consultants bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, UIC’s annual fee is prorated and charged monthly, in arrears, based upon the market value of the assets being managed by UIC on the last day of the previous month.”
- “In limited circumstances, UIC’s annual fee may be prorated and charged quarterly, in arrears or in advance, based upon the market value of the assets being managed by UIC on the last day of the previous quarter.”
- “For certain larger clients, UIC may charge an annual fixed fee, prorated and charged monthly or quarterly, based on the scope of services to be provided to the client and/or the client’s assets under management.”
How Ulrich Investment Consultants’ fees compare
- Its hourly rate of $100-$500 spans the New Mexico median of $300. 42% of the 26 other New Mexico planners that publish an hourly rate charge less.
- 4 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
About Ulrich Investment Consultants
“As part of the investment management services, UIC may provide its clients with a broad range of comprehensive services including financial planning, 4 Native American consulting services, retirement, education, estate planning, insurance, and tax and cash flow needs of the client.”
- Firm size: 22 employees.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Estate planning
- 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
- Clients
- 240
- Employees
- 22
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $3,619,832,252
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159499
- Phone
- (505) 224-9100
Can advise clients in 11 states: Arizona, California, Colorado, Florida, Idaho, Louisiana, New Mexico, Nevada, Oregon, Texas, Washington
Other planners in Albuquerque that publish fees
- Be Brave Not Broke LLCAlbuquerque$300/hr
- Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
- Ego Death Financial LLCAlbuquerque$200-$2,160
- Financial Design & ResearchAlbuquerque$300-$600/hr, $3,000
- Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
- Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000
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.