Advisor at Ullmann Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ullmann Wealth Partners
Location
Jacksonville Beach, FL 32250
Credentials
Series 63, Series 65
Industry experience
32 years
Glenn Ullmann is a financial advisor at Ullmann Wealth Partners with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. and Ullmann Wealth Partners prior to his current role. Outside of his advisory work, Ullmann is the president of a small homeowners association and serves as board president of Beth El The Beaches Synagogue, a 501(c)(3) organization. Ullmann Wealth Partners Group provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a structured six-step process to develop diversified portfolios using mutual funds, ETFs, and institutional strategies, and offers specialized services including divorce advisory and educational workshops.
Based on Ullmann Wealth Partners
Based on Ullmann Wealth Partners
One-time project fees for initial strategic investment plans, negotiable fixed fees for consulting services
$0 - $2,000,000: 1.2% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $7,000,000: 1.00% $7,000,000 - $10,000,000: 0.90% $10,000,000 - $15,000,000: 0.80% $15,000,000 - $25,000,000: 0.70% $25,000,000 - $50,000,000: 0.60% $50,000,000+: 0.50%
$500 per hour for consulting services
Minimum fee: Annual minimum fee ranges from $2,500 to $40,000 depending on asset size Fee-only: Consulting services at $500 per hour; fixed fees negotiable case-by-case
1540 The Greens Way
Jacksonville Beach, FL 32250
Florida · Texas
Ullmann Wealth Partners Group, LLC
2022 - Present (4 years)
Sagepoint Financial, Inc.
2009 - 2019 (10 years)
Ullmann Wealth Partners
2002 - 2021 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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