# Rodney Sullivan

> Rodney Sullivan is a fee-only financial advisor at Vesteer Wealth Management in Charlottesville, Virginia, who holds the CFA credential. Vesteer Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rodney-sullivan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Vesteer Wealth Management
- **Based in:** Charlottesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $24.2M across 74 accounts
- **Credentials:** CFA
- **CRD:** 4648554 (https://adviserinfo.sec.gov/individual/summary/4648554)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.vesteerwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Vesteer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rodney charge for financial advice?

Rodney's firm, Vesteer Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rodney Sullivan based?

Rodney Sullivan is based in Charlottesville, Virginia.

### What credentials does Rodney Sullivan hold?

Rodney Sullivan holds the CFA credential.

### Is Rodney Sullivan registered with the SEC?

Yes. Rodney Sullivan is registered as an investment adviser representative in TX and VA (CRD 4648554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vesteer Wealth Management manage?

Vesteer Wealth Management reports $24.2M across 74 accounts in assets under management.

### How do I contact Rodney Sullivan?

Through Rodney's website, www.vesteerwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4648554): 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

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