Nicole Sullivan
Prism Planning Partners · Libertyville, Illinois
Nicole Sullivan is a fee-only financial advisor at Prism Planning Partners in Libertyville, Illinois, who holds the CFP credential. Nicole charges a one-time planning fee (one-time plans from $5,000) and focuses on physicians & residents, student loans and tax planning.
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Specialties
Who they serve
- Founders
- Physicians
- Pre-retirees
Facts
| Firm | Prism Planning Partners |
|---|---|
| Based in | Libertyville, Illinois |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $241.5M across 482 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 6047107 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | prismplanningpartners.com |
| Profile |
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Questions about Nicole
Is Nicole Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Prism Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole charges a one-time planning fee.
How much does Nicole charge?
According to Prism Planning Partners's website, checked October 30, 2026: one-time plans from $5,000.
Does Nicole work with clients virtually?
Yes. Prism Planning Partners says on its website that it works with clients remotely.
Where is Nicole Sullivan based?
Nicole Sullivan is based in Libertyville, Illinois.
What does Nicole specialize in?
Nicole's specialties include physicians & residents, student loans, tax planning, retirement planning and small business owners. Nicole works with founders, physicians and pre-retirees.
What credentials does Nicole Sullivan hold?
Nicole Sullivan holds the CFP credential.
Is Nicole Sullivan registered with the SEC?
Yes. Nicole Sullivan is registered as an investment adviser representative in IL (CRD 6047107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Planning Partners manage?
Prism Planning Partners reports $241.5M across 482 accounts in assets under management.
How do I contact Nicole Sullivan?
Through Nicole's website, prismplanningpartners.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
- Prism Planning Partners 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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