Sullivan & Associates

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Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

Avg. Portfolio per Client

N/A

Avg. Managed per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

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.

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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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Location

1229 Lake Plaza Drive, Suite B, Colorado Springs, CO, 80906

1 Advisors at this firm

CFP