# Harold Moran

> Harold Moran is a fee-only financial advisor at Sustainable Advisors Alliance, LLC in Tulsa, Oklahoma, who holds the AIF, CeFT and CFP credentials. Harold focuses on sustainable & impact investing. Sustainable Advisors Alliance, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/harold-moran/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sustainable Advisors Alliance, LLC
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $234.8M across 1,080 accounts
- **Credentials:** AIF, CeFT, CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 1608921 (https://adviserinfo.sec.gov/individual/summary/1608921)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1986)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://sustainableadvisorsalliance.com

## Frequently asked questions

### Is Harold Moran a fee-only financial advisor?

Yes. Harold Moran is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Harold's firm.

### How does Harold charge for financial advice?

Harold's firm, Sustainable Advisors Alliance, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Harold Moran based?

Harold Moran is based in Tulsa, Oklahoma.

### What does Harold specialize in?

Harold's specialties include sustainable & impact investing.

### What credentials does Harold Moran hold?

Harold Moran holds the AIF, CeFT and CFP credentials.

### Is Harold Moran registered with the SEC?

Yes. Harold Moran is registered as an investment adviser representative in NY (CRD 1608921), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sustainable Advisors Alliance, LLC manage?

Sustainable Advisors Alliance, LLC reports $234.8M across 1,080 accounts in assets under management.

### How do I contact Harold Moran?

Through Harold's website, sustainableadvisorsalliance.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48675): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sustainableadvisorsalliance.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.