Firm
Suttle Crossland Wealth Advisors, LLC
Scottsdale, Arizona
Fee-only
Suttle Crossland Wealth Advisors, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 53 individual clients, 30 of them high net worth.
- Its average account is about $546,000 (assets it manages divided by its 185 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | suttlecrossland.com |
| [email protected] | |
| Phone | (602) 834-3905 |
Suttle Crossland Wealth Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Account minimum | None |
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Our comprehensive financial plan is available as a one-time engagement for $5,000." source
"$0 Minimum" source
"Our comprehensive financial plan is available as a one-time engagement for $5,000." source
"either through investment management or an advisory subscription" source
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 | $101 million |
| Individual clients | 23 |
| High-net-worth clients | 30 |
| Accounts managed | 185 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135579) |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 318700 |