Matthew Sullivan
Financial Planning First · Tuscon, Arizona
Matthew Sullivan is a fee-only financial advisor at Financial Planning First in Tuscon, Arizona, who holds the CFP credential. Financial Planning First reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Planning First |
|---|---|
| Based in | Tuscon, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.9M across 811 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, ID, NY, TX, WA · CRD 1516530 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialplanningfirst.com |
How Matthew's firm compares
- Financial Planning First's average account is about $140,000, from its Form ADV (assets managed divided by 811 accounts).
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Questions about Matthew
Is Matthew Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Financial Planning First reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Financial Planning First, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Sullivan based?
Matthew Sullivan is based in Tuscon, Arizona.
What credentials does Matthew Sullivan hold?
Matthew Sullivan holds the CFP credential.
Is Matthew Sullivan registered with the SEC?
Yes. Matthew Sullivan is registered as an investment adviser representative in AZ, ID, NY, TX and WA (CRD 1516530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Planning First manage?
Financial Planning First reports $113.9M across 811 accounts in assets under management.
How do I contact Matthew Sullivan?
Through Matthew's website, www.financialplanningfirst.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
- 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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