Sullivan Financial Planning offers financial planning services to individuals and families. This includes helping clients with retirement planning, college savings, and other financial goals. SFP also provides financial planning services to other registered investment advisor firms as a subcontractor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
SFP does not provide investment management services to individuals or families. As of 2019, SFP is no longer providing discretionary portfolio management services.
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