Suttle Crossland Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,068,809
Total clients
53
57% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,906,959
About
Suttle Crossland Wealth Advisors provides wealth management, portfolio management, and financial planning primarily to individual clients, including high-net-worth households, and also delivers retirement plan consulting to employer plan sponsors. The firm offers discretionary investment management alongside written financial planning services and project- or hourly-based planning engagements.
Portfolios are built using strategic asset allocation and Modern Portfolio Theory, combining active and passive strategies with the ability to make tactical deviations within target ranges. The adviser also reviews and implements asset allocation changes for client-held “held away” accounts (such as 401(k)s, 529s, and variable annuities) using an order management system when granted limited authority.
Several operational practices distinguish the firm from many peers: it may include held-away account values when calculating advisory assets, offers an ongoing subscription-style financial planning service, and provides retirement plan consulting in addition to individual wealth management. The firm’s principals are also registered with another advisory firm, and the adviser generally implements client trades on an individual rather than block-trading basis.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Project-Based Financial Planning fixed fee ranging from $400 to $12,000; upfront charge up to $500 plus monthly fee $100 - $1,000 for ongoing comprehensive financial planning
0.55% annually (standard advisory fee for Wealth Management)
$285 per hour for hourly financial planning
Account minimum: $100,000 (may be waived at the firm's discretion) Minimum fee: Minimum annual advisory fee of $2,750 for Wealth Management services Fee-only: Financial Planning services offered as ongoing comprehensive planning ($100 - $1,000 per month), project-based planning ($400 - $12,000 fixed fee), and hourly planning at $285 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Suttle Crossland Wealth Advisors, LLC
20715 N Pima Road, Suite 108
Scottsdale AZ 85255, United States
Number of offices
4
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