# Zulma Petty

> Zulma Petty is a fee-only financial advisor at Uptick Partners in Spartanburg, South Carolina, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/zulma-petty/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Uptick Partners
- **Based in:** Spartanburg, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.06B across 3,886 accounts
- **Credentials:** CFP
- **CRD:** 6737719 (https://adviserinfo.sec.gov/individual/summary/6737719)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 25 employees
- **Disclosures:** None reported
- **Website:** https://www.holisticplanning.com

## Frequently asked questions

### Is Zulma Petty a fee-only financial advisor?

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

### How does Zulma charge for financial advice?

Zulma's firm, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Zulma Petty based?

Zulma Petty is based in Spartanburg, South Carolina.

### What credentials does Zulma Petty hold?

Zulma Petty holds the CFP credential.

### Is Zulma Petty registered with the SEC?

Yes. Zulma Petty is registered as an investment adviser representative in SC and TX (CRD 6737719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Uptick Partners manage?

Uptick Partners reports $1.06B across 3,886 accounts in assets under management.

### How do I contact Zulma Petty?

Through Zulma's website, www.holisticplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6737719): 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

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