Leann Sullivan
TFC Financial · Boston, Massachusetts
Leann Sullivan is a fee-only financial advisor at TFC Financial in Boston, Massachusetts, who holds the CFP credential. Leann focuses on retirement planning, tax planning and estate & legacy planning. TFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Divorced individuals
- Pre-retirees
Facts
| Firm | TFC Financial |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.78B across 1,619 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2397590 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.tfcfinancial.com |
| Profile |
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Questions about Leann
Is Leann Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leann holds no broker registration, and TFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leann charge for financial advice?
Leann's firm, TFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leann Sullivan based?
Leann Sullivan is based in Boston, Massachusetts.
What does Leann specialize in?
Leann's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Leann works with founders, executives, multi-generational families, divorced individuals and pre-retirees.
What credentials does Leann Sullivan hold?
Leann Sullivan holds the CFP credential.
Is Leann Sullivan registered with the SEC?
Yes. Leann Sullivan is registered as an investment adviser representative in MA (CRD 2397590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TFC Financial manage?
TFC Financial reports $1.78B across 1,619 accounts in assets under management.
How do I contact Leann Sullivan?
Through Leann's website, www.tfcfinancial.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
- TFC Financial 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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