Sustainable Advisors Alliance LLC logo

Sustainable Advisors Alliance LLC

Updated today
Connect with this firm

Total assets under management

$206,973,202

Total clients

546

16% high-net worth

Total advisors

7

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

78

Average account size

$379,072

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial planning flat fees range from $500 to $7,500 depending on complexity

Percentage

$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

Project-based

$125 to $500 per hour for financial planning engagements

Other

Fee-only: Financial planning hourly fees $125 to $500 per hour; flat fees $500 to $7,500; ongoing retainer up to $7,500 annually

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Sustainable Advisors Alliance LLC

12 N Cheyenne Ave, Suite 221

Tulsa OK 74103, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 918-408-7981

Advisors at this firm

Scroll left Scroll right
user avatar

Elizabeth L

Series 65

Saratoga Springs, NY

Sustainable Advisors Alliance LLC
user avatar

Julie S

Series 63, Series 65

Tulsa, OK

Sustainable Advisors Alliance LLC
user avatar

Harold M

CFP®, Series 63

Saratoga Springs, NY

Sustainable Advisors Alliance LLC
user avatar

Cassidy P

Series 65

Tulsa, OK

Sustainable Advisors Alliance LLC
user avatar

Pamela B

CFP®, Series 63, Series 65

Fancy Gap, VA

Sustainable Advisors Alliance LLC
user avatar

Krista S

CFP®, Series 66

Tulsa, OK

Sustainable Advisors Alliance LLC
user avatar

Janet B

CFP®, Series 63, Series 65

Tulsa, OK

Sustainable Advisors Alliance LLC
user avatar

Laura I

Series 66

Denver, CO

Sustainable Advisors Alliance LLC
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")