Suttle Crossland Wealth Advisors, Llc

What Suttle Crossland Wealth Advisors, Llc does

Suttle Crossland Wealth Advisors, LLC is a fee-only, fiduciary investment advisory firm headquartered in Scottsdale, Arizona, founded and operated by co-founders Dustin Suttle (CFP®) and Curtis Crossland (CFP®, CFA®, Enrolled Agent). The firm serves high-net-worth individuals and families, business owners and executives, mid-career professionals, and pre-retirees through a horizontally-segmented client base with use cases including retirement planning, tax planning, investment management, estate planning, equity compensation, 721 exchange/UPREIT, and small business retirement plans. The firm explicitly states it has historically managed over $1 billion in client assets and reports 35+ years of combined advisor experience.

The product offering centers on two core engagements — Comprehensive Financial Planning ($5,000 one-time) and Wealth Management (0.55% AUM, capped at $11,000/year with a $2,750 minimum) — augmented by Foundational Planning ($500 entry-level), project-based engagements, and a broad menu of specialized services. The firm does not develop proprietary technology; it operates on a third-party stack including RightCapital for planning dashboards, Altruist for investment custody, and AdvicePay for billing. There is no API, no proprietary models, and no disclosed AI capabilities.

The business model is a hybrid of recurring AUM-based fees and one-time flat-fee planning engagements, distributed via a direct sales motion anchored by content marketing, an active blog, newsletter, social media, earned media in national outlets, professional network referrals (NAPFA, XY Planning Network, Fee Only Network), and direct Calendly scheduling. The firm is SEC-registered, bootstrapped, and independently owned by its two co-founders, with no disclosed funding, acquisitions, or institutional investment.

Name

Suttle Crossland Wealth Advisors, Llc

Legal name

Suttle Crossland Wealth Advisors, LLC

Website

https://suttlecrossland.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Suttle Crossland Wealth Advisors, LLC is a fee-only, fiduciary investment advisory firm in Scottsdale, Arizona, co-founded by Dustin Suttle and Curtis Crossland, serving high-net-worth individuals, business owners, executives, and pre-retirees nationwide with comprehensive financial planning and wealth management services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAAAAE

Hybrid Advice (Advisor + Digital) Platforms

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAAAAJ

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Fee-only financial planning
• Wealth management services
• Fiduciary investment advisory
• Retirement income planning
• Tax planning services

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management (AUM-Based): The firm charges a percentage of assets under management (0.55% of AUM) with an annual maximum fee of $11,000 and a minimum fee of $2,750 per year, billed quarterly. This is a recurring revenue stream tied directly to client portfolio values.
2. Comprehensive Financial Planning: A one-time flat-fee engagement for comprehensive financial planning priced at $5,000. This includes full discovery, in-depth analysis, custom scenario modeling, and a final strategy session.
3. Project-Based Planning: For clients with specific, discrete planning needs (e.g., retirement date decisions, business sales, concentrated stock management, large tax year optimization), the firm offers project-based engagements with fees that vary based on complexity and scope, outlined in advance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Suttle Crossland Wealth Advisors is a fee-only, fiduciary investment advisory firm that delivers comprehensive financial planning and ongoing wealth management to individuals, families, and business owners. Its core practice combines personalized financial planning (covering retirement, tax, estate, equity compensation, insurance, education, and charitable strategies) with discretionary investment management using low-cost, academically-supported portfolios.

Product overview

Suttle Crossland Wealth Advisors is a Fee-Only, fiduciary investment advisory firm offering a unified financial planning and wealth management platform. The core offering combines Comprehensive Financial Planning ($5,000 one-time or included with ongoing management) with Wealth Management services (0.55% AUM, max $11,000/year). Additional specialized services include Foundational Planning ($500 entry-level), 721 Exchange for real estate tax deferral, Solo and Small Business 401(k) plans, Estate and Trust services, Securities Backed Lending, Concentrated Stock management, Business Valuation, and 529 college savings plans. Clients access their accounts through RightCapital (planning dashboard) and Altruist (investment portal) portals.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning Holistic, personalized financial planning engagement covering retirement income strategies, tax planning, equity compensation, estate coordination, insurance, education funding, and charitable giving. Offered as a one-time engagement for $5,000 or included with ongoing advisory relationships.
• Wealth Management Discretionary investment management using academically-supported, low-cost strategies with disciplined asset management. Fees are 0.55% of AUM with a maximum of $11,000 per year and minimum of $2,750, billed quarterly. Financial planning is typically included at no additional cost for ongoing clients.
• Foundational Planning Entry-level financial planning service for individuals new to planning or those navigating specific life events. Covers retirement, estate planning, investment strategy, insurance, and college planning. Priced at $500.
• 721 Exchange / UPREIT Real estate exchange strategy enabling investors to contribute appreciated property to a REIT operating partnership in exchange for OP units, deferring capital gains taxes while transitioning from active property management to passive REIT investment.
• Solo 401(k) Plans Self-directed retirement plan design, setup, and ongoing administration for self-employed individuals and business owners without employees.
• Small Business 401(k) Plans 401(k) plan design, implementation, and ongoing administration services for small businesses with employees.
• College Savings (529) Plans Education savings vehicle selection and guidance for funding future education expenses.
• Estate Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• XY Planning NetworkcoreOthersSuttle Crossland is a member of the XY Planning Network, a network of fee-only advisors focused on serving Generation X and Millennials. This membership provides access to a community of like-minded advisors, practice management resources, and facilitates referrals from other advisors in the network. Both Dustin Suttle and Curtis Crossland maintain active profiles on the XYPN platform.
• CFP BoardcoreOthersBoth Dustin Suttle and Curtis Crossland hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the CFP Board. The CFP Board sets standards for financial planning certification and maintains a directory of certified professionals. Both advisors maintain active CFP certifications and are listed in the CFP Board's professional directory.
• National Association of Personal Financial Advisors (NAPFA)coreOthersSuttle Crossland is a member of NAPFA, the premier professional association of fee-only financial advisors. NAPFA membership requires advisors to adhere to a Fiduciary Oath, maintain a fee-only compensation structure (no commissions), and commit to NAPFA's Code of Ethics. Both Dustin and Curtis maintain active NAPFA memberships.
• FeeOnlyNetwork.comminorOthersBoth Dustin Suttle and Curtis Crossland are listed as Fee Only Network members, a directory that connects individuals with fee-only financial advisors who do not receive commissions or sell financial products.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/suttlecrossland

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Suttle Crossland Wealth Advisors, Llc