Catherine Sullivan
Bedel Financial Consulting · Indianapolis, Indiana
Catherine Sullivan is a fee-only financial advisor at Bedel Financial Consulting in Indianapolis, Indiana, who holds the CFP credential. Bedel Financial Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bedel Financial Consulting |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.92B across 5,435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 7075704 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.bedelfinancial.com |
How Catherine's firm compares
- Bedel Financial Consulting's average account is about $537,000, from its Form ADV (assets managed divided by 5,435 accounts).
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Questions about Catherine
Is Catherine Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Bedel Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Catherine charge for financial advice?
Catherine's firm, Bedel Financial Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Catherine Sullivan based?
Catherine Sullivan is based in Indianapolis, Indiana.
What credentials does Catherine Sullivan hold?
Catherine Sullivan holds the CFP credential.
Is Catherine Sullivan registered with the SEC?
Yes. Catherine Sullivan is registered as an investment adviser representative in IN (CRD 7075704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bedel Financial Consulting manage?
Bedel Financial Consulting reports $2.92B across 5,435 accounts in assets under management.
How do I contact Catherine Sullivan?
Through Catherine's website, www.bedelfinancial.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
- 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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