Sustainable Advisors Alliance LLC fees
Financial planner in Tulsa, Oklahoma. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Sustainable Advisors Alliance LLC (Tulsa, OK) charges $125-$500 an hour, a flat or project fee of $500-$7,500, and an annual fee of up to $7,500 for financial planning.
- Website: sustainableadvisorsalliance.com (opens in new tab)
- Call (918) 408-7981
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Hourly rate
- $125-
$500/hr Runs from below the Oklahoma median of $250 to above it.
“…options depending upon the agreed upon scope of services: Hourly financial planning engagements are offered at an hourly rate between $125 and $500 per hour depending on complexity. Flat fee financial planning engagements are offered at a range between $500 and $7,500 depending on complexity. Ongoing planning…”
- Flat or project fee
- $500-
$7,500 Runs from below the Oklahoma median of $3,000 to above it.
“…upon the agreed upon scope of services: Hourly financial planning engagements are offered at an hourly rate between $125 and $500 per hour depending on complexity. Flat fee financial planning engagements are offered at a range between $500 and $7,500 depending on complexity. Ongoing planning engagements paid…”
- Annual fee
- Up to $7,500/yr
“The maximum annual fee for the Client is $7,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 8 employees
- Registered since
- 2021 (5 years)
How Sustainable Advisors Alliance LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is billed and payable monthly or quarterly in advance or arrears, based on the balance at the end of the billing period or on an average daily balance.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “At Advisor’s sole discretion, depending on individual client circumstances, SAA’s planning fees are negotiable.”
About Sustainable Advisors Alliance LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 559
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $235 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of April 16, 2026
- CRD number
- 312061 (opens in new tab)
- Phone
- (918) 408-7981
Registered or notice filed in 18 states: Arizona, California, Colorado, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington
Other planners in Tulsa that publish fees
- Realm Financial PlanningTulsaFlat $300-$3,000, Monthly $250-$835/mo
- Empower Financial Advisors, LLCTulsaFlat up to $10,000, Quarterly up to $2,500/qtr
- Meliora CapitalTulsaHourly $150-$400/hr
- Odingard Capital ManagementTulsaQuarterly $1,250/qtr
- Tines Capital, LLCTulsaHourly $100/hr
- Gibbens Capital ManagementTulsaFlat up to $8,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.