Craig Sullivan
Craig Sullivan is a registered investment advisor at Triad Wealth Partners, LLC, based in Southlake, TX, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,896 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.
Fee Estimator
Location
2530 E State Hwy 114 Suite 120, Southlake, TX, 76092
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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 ActivitiesSells Insurance
Craig is an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management DBA Sullivan Financial Partners, dedicating about half of his time to this activity. He is also the president of HCS Management, managing his household, which takes minimal time.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Visionary Wealth Management, LLC
Coppell Advisory Solutions LLC
Investment Advisors CORP
Sullivan Financial Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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