Patrick Sullivan
Patrick Sullivan is a CFP-designated registered investment advisor at Foundational Financial Advisors, LLC, based in Indianapolis, IN, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 15 clients with $4.5M 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 | 0.95% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
9247 N. Meridian St., Suite 203, Indianapolis, IN, 46260
Get directionsHistory
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
Patrick is a licensed attorney in Indiana, dedicating more than half of his time to this activity. He is also a licensed insurance agent in Indiana, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Foundational Financial Advisors, LLC
Previous Registrations
Financial Plans & Strategies, INC.
Invest Financial Corporation
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.