Ulrich Keller
Ducere Wealth Management · Newport Beach, California
Ulrich Keller is a fee-only financial advisor at Ducere Wealth Management in Newport Beach, California, who holds the CFP credential. Ulrich charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Mid-life transitions
- Multi-generational families
- Real estate investors
Facts
| Firm | Ducere Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $5,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $503.8M across 478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV · CRD 1127298 |
| Exams passed | Series 65 (1996) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ducerewealth.com |
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Questions about Ulrich
Is Ulrich Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ulrich holds no broker registration, and Ducere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ulrich charge for financial advice?
Ulrich charges a percentage of assets.
How much does Ulrich charge?
According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.
Does Ulrich work with clients virtually?
Yes. Ducere Wealth Management says on its website that it works with clients remotely.
Where is Ulrich Keller based?
Ulrich Keller is based in Newport Beach, California.
What does Ulrich specialize in?
Ulrich's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. Ulrich works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.
What credentials does Ulrich Keller hold?
Ulrich Keller holds the CFP credential.
Is Ulrich Keller registered with the SEC?
Yes. Ulrich Keller is registered as an investment adviser representative in CA and NV (CRD 1127298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ducere Wealth Management manage?
Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.
How do I contact Ulrich Keller?
Through Ulrich's website, www.ducerewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Ducere Wealth Management 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.
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