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Glenn Ullmann

Ullmann Wealth Partners
33 Years of Experience
Jacksonville Beach, FL
1 Disclosure
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Glenn Ullmann is a registered investment advisor at Ullmann Wealth Partners, based in Jacksonville Beach, FL, with 33 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 531 clients with $1.3B in assets under management.

Ullmann Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
531 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.20%
$2.0M - $5.0M1.15%
$5.0M - $7.0M1.00%
$7.0M - $10.0M0.90%
$10.0M - $15.0M0.80%
$15.0M - $25.0M0.70%
$25.0M - $50.0M0.60%
$50M+0.50%

Fees may be negotiable in certain circumstances based on the scope, complexity, and amount of assets. Existing clients prior to November 2015 may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1540 the Greens Way, Jacksonville Beach, FL, 32250

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glenn published a compliance-approved book that is given and sold to clients. He also serves as President of the Gana Sita Property Owners Association, managing a small homeowners association and dedicating minimal time to it.

Employment History
Current Registrations
Ullmann Wealth Partners
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.Broker
October 2005 - January 2019 · 13 yrs 3 mos
Ullmann Wealth Partners
October 2002 - January 2022 · 19 yrs 3 mos
Sunamerica Securities, INC.Broker
October 2002 - October 2005 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
January 2002 - October 2002 · 9 mos
Robert W. Baird & CO. IncorporatedBroker
February 1997 - October 2002 · 5 yrs 8 mos
Robert W. Baird & CO. Incorporated
February 1997 - October 2002 · 5 yrs 8 mos
Smith Barney INC.Broker
July 1993 - February 1997 · 3 yrs 7 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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