Zulma Petty
Uptick Partners · Spartanburg, South Carolina
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.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Spartanburg, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, TX · CRD 6737719 |
| Exams passed | Series 66 (2017) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How Zulma's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Zulma
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.
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
- 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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