Sustain Financial Inc.
Lacey, Washington
Sustain Financial Inc. at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 66 individual clients, 23 of them high net worth.
- Its average account is about $248,000 (assets it manages divided by its 156 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Lacey, Washington |
|---|---|
| Website | sustain-financial.com |
| [email protected] | |
| Phone | (360) 339-8611 |
Questions about Sustain Financial Inc.
How is Sustain Financial Inc. paid?
Sustain Financial Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sustain Financial Inc. have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Sustain Financial Inc., and 2 hold the CFP.
What is the average account at Sustain Financial Inc.?
Sustain Financial Inc.'s average account is about $248,000. That's the assets on its Form ADV divided by its 156 accounts.
What does Sustain Financial Inc. specialize in?
Sustain Financial Inc.'s advisors and website list sustainable & impact investing and retirement planning.
Is Sustain Financial Inc. accepting new clients?
Yes, according to Sustain Financial Inc.'s website, checked October 28, 2026.
Sustain Financial Inc. fees
Sustain Financial Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $39 million |
| Individual clients | 43 |
| High-net-worth clients | 23 |
| Accounts managed | 156 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 289303 |
Advisors at this firm (2)
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