# Shanda Sullivan

> Shanda Sullivan is a fee-only financial advisor at Aspen Wealth Planners in Broken Arrow, Oklahoma, who holds the CFP credential. Aspen Wealth Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aspen Wealth Planners
- **Based in:** Broken Arrow, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $34.6M across 109 accounts
- **Credentials:** CFP
- **CRD:** 5870095 (https://adviserinfo.sec.gov/individual/summary/5870095)
- **SEC registration:** Investment adviser representative in CA, CO
- **Exams passed:** Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### How does Shanda charge for financial advice?

Shanda's firm, Aspen Wealth Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Shanda Sullivan based?

Shanda Sullivan is based in Broken Arrow, Oklahoma.

### What credentials does Shanda Sullivan hold?

Shanda Sullivan holds the CFP credential.

### Is Shanda Sullivan registered with the SEC?

Yes. Shanda Sullivan is registered as an investment adviser representative in CA and CO (CRD 5870095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Wealth Planners manage?

Aspen Wealth Planners reports $34.6M across 109 accounts in assets under management.

### How do I contact Shanda Sullivan?

Contact details aren't on file yet. Search for Aspen Wealth Planners.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5870095): 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.