Sunsierre Atkinson
Advisor at Team Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Team Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Union, NJ
Credentials
CFP®
Industry experience
2 years
Sunsierre Atkinson is a CFP® professional with two years of industry experience, currently affiliated with Team Financial Planning in Union, NJ. Prior to this, Atkinson worked at DTCC from 2015 to 2021 and is the founder of Teach Everyone About Money LLC, a coaching and teaching business. Team Financial Planning is an independent, fee-only registered investment adviser serving primarily individual clients as well as employer plan sponsors and other organizations. The firm provides discretionary portfolio management and financial planning, employing a blend of passive and active strategies alongside fundamental, technical, and cyclical analysis, with options for socially responsible investing upon client request.
Based on Team Financial Planning
Based on Team Financial Planning
Financial planning fixed fees range from $3,000 to $10,000; retirement plan consulting fixed fees range from $5,000 to $40,000; educational seminars fees range from $0 to $20,000.
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,000+: 0.75%
$400 per hour for project-based financial planning and retirement plan consulting.
Ongoing financial planning fees range from $400 to $1,000 per month or $1,200 to $3,000 per quarter, paid monthly or quarterly in advance.
Fee-only: Fixed fees and hourly rates for financial planning, retirement plan consulting, and educational seminars.
Union, NJ
New Jersey
Teach Everyone About Money Financial Planning, LLC
2023 - Present (3 years)
Nanowear Inc
2021 - Present (5 years)
Dtcc
2015 - 2021 (6 years)
Teach Everyone About Money, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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