Shanda Sullivan
Aspen Wealth Planners · Broken Arrow, Oklahoma
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.
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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 | $34.6M across 109 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO · CRD 5870095 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Shanda's firm compares
- Aspen Wealth Planners's average account is about $317,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Shanda
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.
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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