Crawford Ulmer
Ulmer Financial · Charlottesville, Virginia
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.
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Facts
| Firm | Ulmer Financial |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.1M across 81 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in VA · CRD 6748635 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Crawford's firm compares
- Ulmer Financial's average account is about $39,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Crawford
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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