Crawford Ulmer is a CFP-designated registered investment advisor at Ulmer Financial, based in Charlottesville, VA, with 8 years of industry experience. Crawford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Charlottesville, VA
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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
Crawford works part-time as an administrator at Jefferson Park Baptist Church since October 2022, performing various administrative tasks. This takes about half of Crawford's time.
Employment History
Current Registrations
Ulmer Financial
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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