# Matthew Sullivan

> Matthew Sullivan is a fee-only financial advisor at Paradiem in Covington, Louisiana. Matthew focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Paradiem reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-sullivan-8030136/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paradiem
- **Based in:** Covington, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $483.4M across 325 accounts
- **Specialties:** Founders (pre-exit), Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Founders, Multi-generational families, Executives, Physicians, Mid-life transitions
- **CRD:** 8030136 (https://adviserinfo.sec.gov/individual/summary/8030136)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.paradiem.org

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Paradiem 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, Paradiem, 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 Covington, Louisiana.

### What does Matthew specialize in?

Matthew's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and small business owners. Matthew works with founders, multi-generational families, executives, physicians and mid-life transitions.

### Is Matthew Sullivan registered with the SEC?

Yes. Matthew Sullivan is registered as an investment adviser representative in LA (CRD 8030136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paradiem manage?

Paradiem reports $483.4M across 325 accounts in assets under management.

### How do I contact Matthew Sullivan?

Through Matthew's website, www.paradiem.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8030136): 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://paradiem.org/): specialties, clients served, and fees, checked October 30, 2026

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