Matthew Sullivan is a CFP-designated registered investment advisor at Financial Planning First, LLC, based in Tuscon, AZ, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 287 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. The maximum fee charged by the UMA(s) that our firm may utilize is 0.75%. Please note that this fee combined with the advisory fee disclosed above will not exceed 2.00%.
Fee Estimator
Location
3567 E Sunrise Dr Ste B237, Tuscon, AZ, 85718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is an investment advisor at Imus Wilkinson Investment Management, LLC since 2013. He dedicates no time to other business activities.
Employment History
Current Registrations
Financial Planning First, LLC
Previous Registrations
Imus Wilkinson Investment Management, LLC
Southwest Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
State Registrations6 states
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