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Sullivan Financial Planning
Sullivan Financial Planning, LLC is a fee-only registered investment adviser offering advice-only financial planning. Kristi Sullivan, CFP®, provides...
Overview
Sullivan Financial Planning, LLC is a fee-only registered investment adviser offering advice-only financial planning. Kristi Sullivan, CFP®, provides objective guidance with no commissions, no asset management fees, and no long-term commitments. Clients pay a transparent flat fee for planning rather than a percentage of assets.
General information
Firm type
RIA
Year founded
2007
Location
Region
North America
Country
United States
City
Englewood
Principals
Kristi Sullivan
CFP®
Frequently asked questions
How is Sullivan Financial Planning structured?
The firm operates as a registered investment advisor organized as a limited liability company. Its regulatory filings list a small team, positioning it as a boutique financial planning and portfolio management practice rather than a large-scale wealth management aggregator. This structure provides fiduciary oversight alongside the flexibility often preferred by single-family offices.
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