Daniel Sullivan
HighMark Wealth Management · St. Paul, Minnesota
Daniel Sullivan is a fee-only financial advisor at HighMark Wealth Management in St. Paul, Minnesota, who holds the CFP credential. Daniel focuses on retirement planning, estate & legacy planning and tax planning. HighMark Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | HighMark Wealth Management |
|---|---|
| Based in | St. Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $611.7M across 1,679 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6619911 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.highmarkwealth.com |
| Profile |
How Daniel's firm compares
- HighMark Wealth Management's average account is about $364,000, from its Form ADV (assets managed divided by 1,679 accounts).
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Questions about Daniel
Is Daniel Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and HighMark Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, HighMark Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Sullivan based?
Daniel Sullivan is based in St. Paul, Minnesota.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Daniel Sullivan hold?
Daniel Sullivan holds the CFP credential.
Is Daniel Sullivan registered with the SEC?
Yes. Daniel Sullivan is registered as an investment adviser representative in MN and TX (CRD 6619911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HighMark Wealth Management manage?
HighMark Wealth Management reports $611.7M across 1,679 accounts in assets under management.
How do I contact Daniel Sullivan?
Through Daniel's website, www.highmarkwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Paul
Other advisors in Minnesota who focus on retirement planning
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
- HighMark Wealth Management 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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