Rodney Sullivan
Vesteer Wealth Management · Charlottesville, Virginia
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.
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Facts
| Firm | Vesteer Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 74 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 4648554 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vesteerwealth.com |
| Profile |
How Rodney's firm compares
- Vesteer Wealth Management's average account is about $328,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Rodney
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.
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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