Sustainable Advisors Alliance, LLC at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 9 advisors are listed here; 5 of 9 hold the CFP.
- Its Form ADV reports 8 employees and 559 individual clients, 94 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 1,080 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | sustainableadvisorsalliance.com |
| [email protected] | |
| Phone | (918) 408-7981 |
Questions about Sustainable Advisors Alliance, LLC
How is Sustainable Advisors Alliance, LLC paid?
Sustainable Advisors Alliance, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sustainable Advisors Alliance, LLC have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Sustainable Advisors Alliance, LLC, and 5 hold the CFP.
What is the average account at Sustainable Advisors Alliance, LLC?
Sustainable Advisors Alliance, LLC's average account is about $217,000. That's the assets on its Form ADV divided by its 1,080 accounts.
What does Sustainable Advisors Alliance, LLC specialize in?
Sustainable Advisors Alliance, LLC's advisors and website list sustainable & impact investing.
Sustainable Advisors Alliance, LLC fees
Sustainable Advisors Alliance, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $235 million |
| Individual clients | 465 |
| High-net-worth clients | 94 |
| Accounts managed | 1,080 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120088) |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 312061 |