Firm
Ulland Investment Advisors
Minneapolis, Minnesota
Fee-only
Ulland Investment Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 5 employees and 211 individual clients, 86 of them high net worth.
- Its average account is about $2.1 million (assets it manages divided by its 211 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | ullandinvestment.com |
| Phone | (612) 312-1400 |
Ulland Investment Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $250,000 |
| How it charges | Percentage of assets |
In the firm's words
"for amounts up to $2 million the fee is 1.00 percent annually" source
"The minimum new account size for our Intelligent Fixed Income GOV strategy is $250,000." source
"for amounts up to $2 million the fee is 1.00 percent annually" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $443 million |
| Individual clients | 125 |
| High-net-worth clients | 86 |
| Accounts managed | 211 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-57473) |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 109610 |