Andrew Ulibarri
Andrew Ulibarri is a registered investment advisor at Ember Wealth Concepts & Financial Planning, based in Denver, CO, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Envestnet platform accounts are subject to an additional fee up to 0.20% annually.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew uses "Ember Wealth Concepts & Financial Planning" as a DBA name for Financial Advocates Investment Management (FAIM). This activity is investment-related.
Employment History
Current Registrations
Ember Wealth Concepts & Financial Planning
Previous Registrations
Financial Advocates Investment Management
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.