Shanda Sullivan is a CFP-designated registered investment advisor at Aspen Wealth Planners LLC, based in Broken Arrow, OK, with 13 years of industry experience. Shanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Wealth Planners offers investment management for a quarterly fee based on the value of your investments. The annual fee is 0.90% on the first $999,999. For amounts over $1,000,000, the fee is $9,000 plus 0.20% on the remaining amount. Investment management is included at no additional cost if you have a Retainer Agreement.
Location
Broken Arrow, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspen Wealth Planners LLC
Previous Registrations
Sullivan Financial Strategies, LLC
Step by Step Tax and Financial Planning, LLC
State Registrations2 states
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