Annelise Sutherland
BCR Wealth Strategies · Vestavia, Alabama
Annelise Sutherland is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama. Annelise charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| SEC registration | Investment adviser representative in AL · CRD 8132697 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
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Questions about Annelise
Is Annelise Sutherland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Annelise holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Annelise charge for financial advice?
Annelise charges a percentage of assets.
Where is Annelise Sutherland based?
Annelise Sutherland is based in Vestavia, Alabama.
What does Annelise specialize in?
Annelise's specialties include retirement planning. Annelise works with founders, physicians, high earners, mid-life transitions and divorced individuals.
Is Annelise Sutherland registered with the SEC?
Yes. Annelise Sutherland is registered as an investment adviser representative in AL (CRD 8132697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Annelise Sutherland?
Through Annelise's website, www.bcrwealth.com.
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
- BCR Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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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