AU
CFP
AU
CFP

Andrew Payne Ulrich

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
591 clients
Average Client Portfolio
$480K average
Assets Under Management
$283.6M

Fee Structure

Minimum Investment:$10K
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Location

16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew provides administrative support to Fourth Dimension Wealth, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. The firm is separate and independent of LPL Financial.

Employment History
Current Registrations
Fourth Dimension Wealth, LLC
February 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Payne Ulrich - Financial Advisor | TrueAdvisor