Timothy Sullivan
Clarity Financial, L.L.C. · Columbia, Missouri
Timothy Sullivan is a fee-only financial advisor at Clarity Financial, L.L.C. in Columbia, Missouri, who holds the CFP and EA credentials.
- $29M
- Firm assets managed
- $300,000
- Firm's average account
- 2011
- First securities exam
How does Timothy's firm compare?
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Clarity Financial, L.L.C.'s average account is about $300,000, from its Form ADV (assets managed divided by 96 accounts).
Questions about Timothy
Is Timothy Sullivan a fee-only financial advisor?
Yes. Timothy Sullivan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Timothy's firm.
How does Timothy Sullivan charge for financial advice?
Timothy Sullivan charges an ongoing planning fee.
Where is Timothy Sullivan based?
Timothy Sullivan is based in Columbia, Missouri.
What credentials does Timothy Sullivan hold?
Timothy Sullivan holds the CFP and EA credentials.
Is Timothy Sullivan registered with the SEC?
Yes. Timothy Sullivan is registered as an investment adviser representative in MO and TX (CRD 5950985), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarity Financial, L.L.C. manage?
Clarity Financial, L.L.C. reports $28.8M across 96 accounts in assets under management.
How do I contact Timothy Sullivan?
Through Timothy Sullivan's website, goclarityfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Clarity Financial, L.L.C. |
|---|---|
| Based in | Columbia, Missouri |
| Fee model | Ongoing planning fee |
| Assets under management | $28.8M across 96 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MO, TX · CRD 5950985 |
| Exams passed | Series 65 (2011) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | goclarityfinancial.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Clarity Financial, L.L.C. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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