Gerald Sullivan
Gratus Wealth Advisors · Virginia Beach, Virginia
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.
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Who they serve
- Multi-generational families
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 | $822.2M across 1,142 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4459583 |
| Exams passed | Series 65 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.gratuswealthadvisors.com |
How Gerald's firm compares
- Gratus Wealth Advisors's average account is about $720,000, from its Form ADV (assets managed divided by 1,142 accounts).
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Questions about Gerald
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.
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
- Gratus Wealth Advisors 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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