Advisor at Sustainable Advisors Alliance LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sustainable Advisors Alliance LLC
Location
Fancy Gap, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
42 years
Financial planning flat fees range from $500 to $7,500 depending on complexity
$0 - $200,000: 1.65% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.65% Above $20,000,000+: Negotiated
$125 to $500 per hour for financial planning engagements
Fee-only: Financial planning hourly fees $125 to $500 per hour; flat fees $500 to $7,500; ongoing retainer up to $7,500 annually
Sustainable Advisors Alliance LLC
2021 - Present (5 years)
Portfolio Resources Advisor Group
2008 - 2021 (13 years)
Portfolio Resources Group, Inc.
2008 - 2021 (13 years)
College for Financial Planning
1998 - 2017 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Mount Airy, NC
Edward Jones
Series 63, Series 66
Mount Airy, NC
Edward Jones
Series 66
Mt Airy, NC
Edward Jones
CFP®, Series 66
Mt Airy, NC
Edward Jones
CFP®, Series 63, Series 65
Mount Airy, NC
Northside Group Wealth Management, LLC
Series 63
Galax, VA
Ameriprise
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