Sullivan Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sullivan Financial Planning provides personalized financial planning and consultative services to individuals and families and also performs financial planning work for other registered investment adviser firms on a subcontracting basis. Engagements typically produce written or oral plans addressing retirement timing, retirement budgets, college savings, cash‑flow modeling, estate considerations, and insurance needs.
The firm delivers advice primarily through one‑time or packaged planning engagements and hourly consultations, employing tools such as Monte Carlo simulations, present‑value calculations, and scenario modeling to evaluate client objectives. It generally recommends diversified allocations to mutual funds, exchange‑traded funds and bonds, does not engage in market timing, and does not accept discretionary trading authority over client accounts.
Noteworthy features compared with many peers include formal subcontracting relationships with other RIAs (including Denver Private Wealth Management, Steele Street Private Wealth Management, and Compass Capital Management) and a practice model built around project‑based and hourly planning rather than ongoing discretionary portfolio management. The firm does not custody client assets, does not provide proactive account reviews, and does not price its services on a percentage‑of‑assets basis.
Client services
Expertise
Fee options
Financial planning packages ranging from $1,000 to $8,000 depending on package and pricing tier; general financial plan starts at $1,850 for Pikes Peak tier, up to $7,000 for Longs Peak tier
Under $2,000,000 net worth or annual income under $300,000 (higher value) - $2,000,000 net worth or $300,000 income (whichever is higher): $2,000,000 net worth or $300,000 income (whichever is higher) - $7,000,000 net worth or $750,000 income (whichever is higher): Above $7,000,000 net worth or income above $750,000 (whichever is higher)+:
$350 per hour (Pikes Peak tier), $400 per hour (Sunlight Peak tier), $450 per hour (Longs Peak tier)
Fee-only: Hourly rates ranging from $350 to $450 per hour depending on pricing tier; Financial planning packages start at $1,850 general plan (base price) with higher prices for other packages
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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