Sullivan Mermel, Inc. at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 50 individual clients, 40 of them high net worth.
- Its ongoing planning fee starts at $6,000 a year, above the Illinois median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | sullivanmermel.com |
| [email protected] | |
| Phone | (773) 404-9344 |
Questions about Sullivan Mermel, Inc.
How much does Sullivan Mermel, Inc. charge?
Sullivan Mermel, Inc. publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $950. We found this on its website, checked October 28, 2026.
How many advisors does Sullivan Mermel, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Sullivan Mermel, Inc., and 2 hold the CFP.
What does Sullivan Mermel, Inc. specialize in?
Sullivan Mermel, Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Does Sullivan Mermel, Inc. work with clients virtually?
Yes. Sullivan Mermel, Inc.'s website says it works with clients virtually.
Sullivan Mermel, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $950 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"The minimum fee is $6,000." source
"This costs $950." source
"When we work together on an open retainer, we systematically go through every area of your finances." source
"First I offer a Financial Strategy Session with new clients." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Individual clients | 10 |
|---|---|
| High-net-worth clients | 40 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 146266 |