Sullivan Financial, LLC fees and pricing
Financial planner in Essex, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Sullivan Financial, LLC charges $250 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly fees for this service range from $250-500/hour.”
- Flat or project fee
- $2,500-$5,000
“Our fees on a fixed basis range from $2,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sullivan Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee shall be prorated and charged quarterly, in advance, based on the balance in the client’s account on the last day of the prior billing period is used to determine the market value of the assets upon which the advisory fee is based.”
- “Clients will be charged a partial fee for the first quarter calculated in arrears.”
- “The remaining balance will be due upon delivery of our financial recommendations including models and strategies.”
How Sullivan Financial, LLC’s fees compare
- Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 is below the Connecticut median of $5,125. 29% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Sullivan Financial, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 121
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $119,064,924
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121371
- Phone
- (860) 657-4150
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, New Hampshire, Pennsylvania, Texas
Other planners in Essex that publish fees
- Essex Financial Services, Inc.Essex$75-$250/hr, $250-$5,000
- Jeffrey N. Mehler, CFP LLCEssex$500-$10,000/qtr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.