Julie Skye
Sustainable Advisors Alliance · Tulsa, Oklahoma
Julie Skye is a fee-only financial advisor at Sustainable Advisors Alliance in Tulsa, Oklahoma. Sustainable Advisors Alliance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sustainable Advisors Alliance |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in OK, TX · CRD 1513147 |
| Exams passed | Series 63 (1986) · Series 65 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.principledinvestingllc.com |
How Julie's firm compares
- Sustainable Advisors Alliance's average account is about $217,000, from its Form ADV (assets managed divided by 1,080 accounts).
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Questions about Julie
Is Julie Skye a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Sustainable Advisors Alliance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Sustainable Advisors Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julie Skye based?
Julie Skye is based in Tulsa, Oklahoma.
Is Julie Skye registered with the SEC?
Yes. Julie Skye is registered as an investment adviser representative in OK and TX (CRD 1513147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sustainable Advisors Alliance manage?
Sustainable Advisors Alliance reports $234.8M across 1,080 accounts in assets under management.
How do I contact Julie Skye?
Through Julie's website, www.principledinvestingllc.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
- 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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