# James Skjong

> James Skjong is a fee-only financial advisor at Ulland Investment Advisors in Minneapolis, Minnesota. James charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum).

Page: https://find.wellspent.co/advisors/james-skjong/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ulland Investment Advisors
- **Based in:** Minneapolis, Minnesota
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $250,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $442.9M across 211 accounts
- **CRD:** 6750094 (https://adviserinfo.sec.gov/individual/summary/6750094)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.ullandinvestment.com

## Frequently asked questions

### Is James Skjong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Ulland Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James charges a percentage of assets.

### How much does James charge?

According to Ulland Investment Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.

### Where is James Skjong based?

James Skjong is based in Minneapolis, Minnesota.

### Is James Skjong registered with the SEC?

Yes. James Skjong is registered as an investment adviser representative in MN (CRD 6750094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ulland Investment Advisors manage?

Ulland Investment Advisors reports $442.9M across 211 accounts in assets under management.

### How do I contact James Skjong?

Through James's website, www.ullandinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6750094): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ullandinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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