Timothy Sullivan is a CFP-designated registered investment advisor at Clarity Financial, based in Columbia, MO, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 47 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Financial offers wealth management engagements that include both financial planning and investment management. The annual fee for this service ranges from $4,000 to $40,000, calculated based on income, assets, complexity of the client's financial situation, and services needed. The fee is charged quarterly, in advance.
Contact
Timothy Sullivan
Location
555 East Green Meadows Rd., Suite 7, Columbia, MO, 65201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is an owner/member of Newgrange Properties, L.L.C., a rental property firm, since 2005. He is involved in all aspects of the company, dedicating a few hours per week to about 10-20% of his time to this activity.
Employment History
Current Registrations
Clarity Financial
State Registrations2 states
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