Timothy Sullivan is a CFP-designated registered investment advisor at Clarity Financial, based in Columbia, MO, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 52 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Financial charges an annual fixed fee for ongoing wealth management engagements that combine comprehensive financial planning and investment management:
- Initial Year Fee — Ranges from $4,000 to $40,000, depending on your income, assets, financial complexity, and services needed.
- Billing — Charged quarterly in advance.
- Changes — Fees generally do not change during a term unless significant life events occur, such as handling an unexpected inheritance.
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.
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
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
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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