Harold Moran
Sustainable Advisors Alliance, LLC · Tulsa, Oklahoma
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.
Request an introduction to Harold →
Specialties
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 | $234.8M across 1,080 accounts |
| Credentials | AIF · CeFT · CFP |
| SEC registration | Investment adviser representative in NY · CRD 1608921 |
| Exams passed | Series 63 (1986) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | sustainableadvisorsalliance.com |
| Profile |
How Harold's firm compares
- Sustainable Advisors Alliance, LLC's average account is about $217,000, from its Form ADV (assets managed divided by 1,080 accounts).
Request an introduction to Harold
Tell Harold a little about what you're looking for. Harold isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Harold
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Sustainable Advisors Alliance, LLC 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.
See something wrong? Request a correction. Read our methodology.