Sullivan & Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“Sullivan & Associates will also work on an hourly rate ranging from $100 to $400 dollars an hour, to be determined by the nature and complexity of the work.”

Flat or project fee

$500⁠-⁠$2,000

“Sullivan & Associates’ fixed financial planning fee ranges from $500 to $2,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sullivan & Associates bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable dependent upon services desired and are payable in advance; services may be terminated at any time.”
• “An itemized invoice will be sent each time a fee is charged and will include a list of services that are to be performed with the associated fees.”

How Sullivan & Associates’ fees compare

• Its hourly rate of $100-$400 spans the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Colorado median of $5,250. 9% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Sullivan & Associates

• Firm size: 7 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

7

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

106570

Website

sullivaninternet.com (opens in new tab)

Phone

(719) 576-4500

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

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