Kelsey Sullivan
Choate Wealth · Boston, Massachusetts
Kelsey Sullivan is a fee-only financial advisor at Choate Wealth in Boston, Massachusetts, who holds the CFA credential. Kelsey focuses on estate & legacy planning, tax planning and family wealth transfer. Choate Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
Facts
| Firm | Choate Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.05B across 4,009 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6647411 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.choatewealth.com |
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Questions about Kelsey
Is Kelsey Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelsey holds no broker registration, and Choate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelsey charge for financial advice?
Kelsey's firm, Choate Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelsey Sullivan based?
Kelsey Sullivan is based in Boston, Massachusetts.
What does Kelsey specialize in?
Kelsey's specialties include estate & legacy planning, tax planning and family wealth transfer. Kelsey works with multi-generational families, founders and ultra high net worth.
What credentials does Kelsey Sullivan hold?
Kelsey Sullivan holds the CFA credential.
Is Kelsey Sullivan registered with the SEC?
Yes. Kelsey Sullivan is registered as an investment adviser representative in MA (CRD 6647411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Choate Wealth manage?
Choate Wealth reports $10.05B across 4,009 accounts in assets under management.
How do I contact Kelsey Sullivan?
Through Kelsey's website, www.choatewealth.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
- Choate Wealth 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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