Lorri DeFoor
Sustain Financial Inc. · Lacey, Washington
Lorri DeFoor is a fee-only financial advisor at Sustain Financial Inc. in Lacey, Washington, who holds the CFP, AFC and MA credentials. Lorri charges a percentage of assets and an ongoing planning fee and focuses on sustainable & impact investing and retirement planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Sustain Financial Inc. |
|---|---|
| Based in | Lacey, Washington |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $38.7M across 156 accounts |
| Credentials | CFP · AFC · MA |
| SEC registration | Investment adviser representative in CA, MA, WA · CRD 6604621 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sustain-financial.com |
| Profile |
How Lorri's firm compares
- Sustain Financial Inc.'s average account is about $248,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Lorri
Is Lorri DeFoor a fee-only financial advisor?
Yes. Lorri DeFoor 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 Lorri's firm.
How does Lorri charge for financial advice?
Lorri charges a percentage of assets and an ongoing planning fee.
Where is Lorri DeFoor based?
Lorri DeFoor is based in Lacey, Washington.
What does Lorri specialize in?
Lorri's specialties include sustainable & impact investing and retirement planning. Lorri works with retirees.
What credentials does Lorri DeFoor hold?
Lorri DeFoor holds the CFP, AFC and MA credentials.
Is Lorri DeFoor registered with the SEC?
Yes. Lorri DeFoor is registered as an investment adviser representative in CA, MA and WA (CRD 6604621), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Sustain Financial Inc. manage?
Sustain Financial Inc. reports $38.7M across 156 accounts in assets under management.
How do I contact Lorri DeFoor?
Through Lorri's website, sustain-financial.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
- Sustain Financial Inc. 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.
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