Sutterfield Financial Group, Inc.

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Total assets under management

$220,821,609

Total clients

863

4% high-net worth

Total advisors

of 24 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$255,877

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Investment consulting

Fee options

Fixed

Fixed fees ranging from $500 to $100,000 annually for financial planning and consulting services (negotiable)

Percentage

0.40% – 2.40%, varying depending upon portfolio size and services rendered

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission arrangements; commissions vary

Project-based

$75 to $350 per hour for financial planning and consulting services

Other

Account minimum: No minimum fee or account requirements stated Fee-only: Hourly fees from $75 to $350; Fixed fees from $500 to $100,000 annually (negotiable, depending on scope and complexity)

Disclosures

Business activities & affiliations

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.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate 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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Sutterfield Financial Group, Inc.

501 Se Fourth Street

Bartlesville OK 74003, United States

Number of offices

Forms ADV

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

Quick links

LinkedIn Facebook X Website (918) 338-2255

Advisors at this firm

Scott W

Series 66

Bemidji, MN

Sutterfield Financial Group, Inc.

Trevor S

Series 63, Series 65

Bartlesville, OK

Sutterfield Financial Group, Inc.

Jason T

Series 63, Series 65

Sioux Falls, SD

Sutterfield Financial Group, Inc.

Darrel W

Series 63, Series 65

Deer River, MN

Sutterfield Financial Group, Inc.

Daniel S

Series 63, Series 65

Daingerfield, TX

Sutterfield Financial Group, Inc.

Aaron K

Series 63, Series 65

Sioux Falls, SD

Sutterfield Financial Group, Inc.

Michael G

CFP®, Series 63

Willmar, MN

Sutterfield Financial Group, Inc.

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