# YOUR FINANCIAL PHARMACIST PLANNING, LLC

YOUR FINANCIAL PHARMACIST PLANNING, LLC of NEW ALBANY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 282918
- Type: SEC-registered investment adviser
- SEC file number: 801-118236
- Location: 118 E MAIN ST., NEW ALBANY, OH, 43054
- Phone: 614-618-5901
- Latest filing: 2026-06-23
- Regulatory AUM: $53.2M
- Discretionary AUM: $53.2M
- Clients: 7
- Accounts: 715

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [Timothy Robert Ulbrich](https://search.stillhousedata.com/person/679144) | MEMBER; MEMBER, CEO | — |
| [Timothy Jason Baker](https://search.stillhousedata.com/person/679147) | MEMBER, CCO, COO; MEMBER, CEO, CCO | — |
| [BAKER THEODORE JASON](https://search.stillhousedata.com/person/822165) | MEMBER, CEO, CCO | — |
| [BAKER TIMOTHY J](https://search.stillhousedata.com/person/856583) | CCO; FOUNDER & CCO; MEMBER OF YOUR FINANCIAL PHARMACIST, LLC, THE PARENT ENTITY OF YOUR FINANCIAL PHARMACIST PLANNING, LLC | — |
| [Ulbrich Timothy Robert](https://search.stillhousedata.com/person/875713) | MEMBER; MEMBER OF YOUR FINANCIAL PHARMACIST, LLC, THE PARENT ENTITY OF YOUR FINANCIAL PHARMACIST PLANNING, LLC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282918/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282918/similar
- Related entities: https://search.stillhousedata.com/firm/282918/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282918

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.