# Sullivan Financial Planning

Sullivan Financial Planning is a RIA based in Englewood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Englewood, United States
- **Region:** North America
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** https://sullivanfinancialplanning.com

## Regulatory record

- **CRD number:** 145349
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145349

## About

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.

## People

- Kristi Sullivan — CFP®

## 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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Last updated: 2026-08-11T15:08:11.274Z

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