Jared Plotz
Ulland Investment Advisors · Minneapolis, Minnesota
Jared Plotz is a fee-only financial advisor at Ulland Investment Advisors in Minneapolis, Minnesota, who holds the CFA credential. Jared charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum).
Request an introduction to Jared →
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 |
| Assets under management | $442.9M across 211 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 5953913 |
| Exams passed | Series 63 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ullandinvestment.com |
| Profile |
How Jared's firm compares
- Ulland Investment Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 211 accounts).
Request an introduction to Jared
Tell Jared a little about what you're looking for. Jared isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jared
Is Jared Plotz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared 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 Jared charge for financial advice?
Jared charges a percentage of assets.
How much does Jared 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 Jared Plotz based?
Jared Plotz is based in Minneapolis, Minnesota.
What credentials does Jared Plotz hold?
Jared Plotz holds the CFA credential.
Is Jared Plotz registered with the SEC?
Yes. Jared Plotz is registered as an investment adviser representative in MN (CRD 5953913), 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 Jared Plotz?
Through Jared's website, www.ullandinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : 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
- Ulland Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.