Sullivan Retirement Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sullivan Retirement Resources, LLC provides comprehensive financial planning and investment advisory services to individuals, high‑net‑worth clients, families and small businesses. The firm operates on a fee-only basis and arranges portfolio management through third-party asset managers and sub-advisors rather than executing trades directly.
Portfolios are implemented and managed on a discretionary basis by unaffiliated sub-advisors, while Sullivan Retirement Resources retains responsibility for the client relationship, monitoring objectives and reviewing sub-advisor performance. The firm conducts periodic reviews (at least annually), provides clients with sub-advisors’ disclosure documents, and uses a single custodian and trading platform for client accounts.
A feature that is uncommon among peers is the firm’s periodic investment newsletters, which it provides free of charge to clients and prospects. The brochure also discloses that the firm’s principal is a licensed insurance agent who spends substantial time on insurance activities and may receive commissions for insurance or annuity sales, and that the firm prepares comprehensive written financial plans without charging a separate planning fee.
Client services
Expertise
Fee options
1.15% annually
Fee-only: Sullivan Retirement Resources is a fee-only investment advisor.
Main office
850 Franklin Street, Suite 12 A
Wrentham MA 02093
Advisors at this office
1
Most active in
Massachusetts · New Jersey
Also doing business as
Sullivan Retirement Resource, LLC · Sullivan Retirement Resources, LLC
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.
Forms ADV
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