Advisor at Supreme Alliance LLC
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Firm
Supreme Alliance LLC
Location
Brewster, MA
Credentials
CFP®, Series 63
Industry experience
24 years
Sarah Robinson is a CFP® with 24 years of industry experience. She has worked at Supreme Alliance LLC since 2025 and previously spent over two decades at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, she is president of Sarah Robinson, CFP Inc., a tax preparation business. Supreme Alliance LLC provides investment advisory and consulting services to a diverse client base including retail individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, pension consulting, and access to third-party investment advisors, employing various analytic methods and portfolio techniques to tailor client programs.
Based on Supreme Alliance LLC
Based on Supreme Alliance LLC
Flat fees range from $500 to $5,000 per plan
Insurance commissions separate from advisory fees; fees shared from third-party investment advisor referral fees
Hourly fees may not exceed $500 per hour
Account minimum: $25,000 Fee-only: Hourly fees up to $500 per hour; Fixed/Flat fees $500 to $5,000 per plan; Consulting fees up to 3% of assets under management (negotiable)
Brewster, MA
Massachusetts
Supreme Alliance LLC
2025 - Present (1 year)
Avantax Advisory Services
2004 - 2025 (21 years)
Avantax Investment Services, Inc.
2001 - 2025 (24 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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