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They include 304 high-net-worth individuals, 225 individual clients, and 2 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ullmann Wealth Partners Group offer?","answer":"Ullmann Wealth Partners Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, educational seminars, divorce planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ullmann Wealth Partners Group charge?","answer":"Ullmann Wealth Partners Group charges 0.50%–1.20% a year for its Full Scope Wealth Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE, filed 29 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ullmann Wealth Partners Group use?","answer":"Ullmann Wealth Partners Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.25B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ullmann Wealth Partners Group have?","answer":"Ullmann Wealth Partners Group has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ullmann Wealth Partners Group invest in?","answer":"At the end of its last fiscal year, Ullmann Wealth Partners Group’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ullmann Wealth Partners Group?","answer":"Ullmann Wealth Partners Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ullmann Wealth Partners Group get paid?","answer":"Ullmann Wealth Partners Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ullmann Wealth Partners Group?","answer":"Ullmann Wealth Partners Group’s main office is at 1540 the Greens Way, Jacksonville Beach, FL 32250. Its phone number is 904-280-3700. 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