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
Fernandina Beach, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
John Gunn is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ullmann Wealth Partners. He previously worked at Veritable, LP for 16 years and was involved with Space 3, Inc., where he serves as an advisor to the board of directors for a work cafe. Ullmann Wealth Partners provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a structured six-step “360 Financial Discipline” process to develop diversified portfolios 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
Fernandina Beach, FL
Florida
Ullmann Wealth Partners
2024 - Present (2 years)
Space 3, Inc.
2021 - 2024 (3 years)
Veritable, Lp
2004 - 2020 (16 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.
Series 63, Series 65
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Advanced Financial Strategists Inc
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Series 63
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Hall Capital Management Company, Inc.
Series 63, Series 65
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The Commonwealth Group LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
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