Sunsierre Atkinson
Team Financial Planning · Union, New Jersey
Sunsierre Atkinson is a fee-only financial advisor at Team Financial Planning in Union, New Jersey, who holds the CFP credential. Team Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Sunsierre →
Facts
| Firm | Team Financial Planning |
|---|---|
| Based in | Union, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.8M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 7790900 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | team-fp.com |
| Profile |
How Sunsierre's firm compares
- Team Financial Planning's average account is about $629,000, from its Form ADV (assets managed divided by 6 accounts).
Request an introduction to Sunsierre
Tell Sunsierre a little about what you're looking for. Sunsierre isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sunsierre
Is Sunsierre Atkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sunsierre holds no broker registration, and Team Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sunsierre charge for financial advice?
Sunsierre's firm, Team Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sunsierre Atkinson based?
Sunsierre Atkinson is based in Union, New Jersey.
What credentials does Sunsierre Atkinson hold?
Sunsierre Atkinson holds the CFP credential.
Is Sunsierre Atkinson registered with the SEC?
Yes. Sunsierre Atkinson is registered as an investment adviser representative in NJ (CRD 7790900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Team Financial Planning manage?
Team Financial Planning reports $3.8M across 6 accounts in assets under management.
How do I contact Sunsierre Atkinson?
Through Sunsierre's website, team-fp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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.
See something wrong? Request a correction. Read our methodology.