# Gerald Sullivan

> Gerald Sullivan is a fee-only financial advisor at Gratus Wealth Advisors in Virginia Beach, Virginia. Gratus Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gerald-sullivan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gratus Wealth Advisors
- **Based in:** Virginia Beach, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $822.2M across 1,142 accounts
- **Works with:** Multi-generational families
- **CRD:** 4459583 (https://adviserinfo.sec.gov/individual/summary/4459583)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2000)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.gratuswealthadvisors.com

## Frequently asked questions

### Is Gerald Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Gratus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerald charge for financial advice?

Gerald's firm, Gratus Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gerald Sullivan based?

Gerald Sullivan is based in Virginia Beach, Virginia.

### Is Gerald Sullivan registered with the SEC?

Yes. Gerald Sullivan is registered as an investment adviser representative in VA (CRD 4459583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gratus Wealth Advisors manage?

Gratus Wealth Advisors reports $822.2M across 1,142 accounts in assets under management.

### How do I contact Gerald Sullivan?

Through Gerald's website, www.gratuswealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4459583): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gratuswealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.