Sullivan & Associates helps individuals and businesses achieve financial stability, growth, and independence through financial planning. They offer comprehensive financial planning covering personal finances, risk management, investments, taxes, and estate planning. Advice is tailored to each client's needs, and they do not use a standard financial planning tool. Investment advice may be implemented through Raymond James Financial Services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $500 to $2,000, depending on the complexity of the work.
- Hourly consulting — $100 to $400 per hour, depending on the nature and complexity of the work.
One-Time Plan:$500 - $2,000
Hourly Rate:$100 - $400/hr
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