Benjamin Sullivan
Palisades Hudson Financial Group · Austin, Texas
Benjamin Sullivan is a fee-only financial advisor at Palisades Hudson Financial Group in Austin, Texas, who holds the CFP credential. Benjamin focuses on estate & legacy planning. Palisades Hudson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Palisades Hudson Financial Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.84B across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6615322 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.palisadeshudson.com |
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Questions about Benjamin
Is Benjamin Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Palisades Hudson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Palisades Hudson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Sullivan based?
Benjamin Sullivan is based in Austin, Texas.
What does Benjamin specialize in?
Benjamin's specialties include estate & legacy planning. Benjamin works with ultra high net worth.
What credentials does Benjamin Sullivan hold?
Benjamin Sullivan holds the CFP credential.
Is Benjamin Sullivan registered with the SEC?
Yes. Benjamin Sullivan is registered as an investment adviser representative in TX (CRD 6615322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palisades Hudson Financial Group manage?
Palisades Hudson Financial Group reports $1.84B across 171 accounts in assets under management.
How do I contact Benjamin Sullivan?
Through Benjamin's website, www.palisadeshudson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Palisades Hudson Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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