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Matthew Paul Sullivan

FINANCIAL PLANNING FIRST, LLC·TUSCON, Arizona
Unclaimed Profile
3567 E SUNRISE DR STE B237, TUSCON, AZ 85718CRD# 1516530Firm CRD# 319273
01

About

Matthew Paul Sullivan is a registered financial advisor based in TUSCON, Arizona, affiliated with FINANCIAL PLANNING FIRST, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PLANNING FIRST, LLC
FINANCIAL PLANNING FIRST, LLC
AUM
$69M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL PLANNING FIRST, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1516530
Firm CRD# 319273
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Paul Sullivan offer?
Matthew Paul Sullivan specializes in Financial Planning, Investment Management. Contact their office in TUSCON, Arizona for a consultation.
What are Matthew Paul Sullivan's credentials?
Matthew Paul Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Sullivan located?
Matthew Paul Sullivan is based in TUSCON, Arizona, working with FINANCIAL PLANNING FIRST, LLC. Their office serves clients in the TUSCON metropolitan area and surrounding communities.
How does Matthew Paul Sullivan charge for services?
Matthew Paul Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING FIRST, LLC?
FINANCIAL PLANNING FIRST, LLC has approximately 3 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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