Pamela Brandt
Sustainable Advisors Alliance · Tulsa, Oklahoma
Pamela Brandt is a fee-only financial advisor at Sustainable Advisors Alliance in Tulsa, Oklahoma, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 729119 |
| Exams passed | Series 63 (1981) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.principledinvestingllc.com |
How Pamela'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 Pamela
Is Pamela Brandt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela 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 Pamela charge for financial advice?
Pamela's firm, Sustainable Advisors Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Pamela Brandt based?
Pamela Brandt is based in Tulsa, Oklahoma.
What credentials does Pamela Brandt hold?
Pamela Brandt holds the CFP credential.
Is Pamela Brandt registered with the SEC?
Yes. Pamela Brandt is registered as an investment adviser representative in VA (CRD 729119), 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 Pamela Brandt?
Through Pamela'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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