# Crawford Ulmer

> Crawford Ulmer is a fee-only financial advisor at Ulmer Financial in Charlottesville, Virginia, who holds the CFP and EA credentials. Ulmer Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/crawford-ulmer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ulmer Financial
- **Based in:** Charlottesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.1M across 81 accounts
- **Credentials:** CFP, EA
- **CRD:** 6748635 (https://adviserinfo.sec.gov/individual/summary/6748635)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Crawford Ulmer a fee-only financial advisor?

Yes. Crawford Ulmer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Crawford's firm.

### How does Crawford charge for financial advice?

Crawford's firm, Ulmer Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Crawford Ulmer based?

Crawford Ulmer is based in Charlottesville, Virginia.

### What credentials does Crawford Ulmer hold?

Crawford Ulmer holds the CFP and EA credentials.

### Is Crawford Ulmer registered with the SEC?

Yes. Crawford Ulmer is registered as an investment adviser representative in VA (CRD 6748635), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ulmer Financial manage?

Ulmer Financial reports $3.1M across 81 accounts in assets under management.

### How do I contact Crawford Ulmer?

Contact details aren't on file yet. Search for Ulmer Financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/crawford-ulmer-11266): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.