Suttle Crossland Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Suttle Crossland Wealth Advisors reports 53 clients. They include 30 high-net-worth individuals and 23 individual clients. Of its assets, 100.0% ($101M across 185 accounts) are managed with discretion. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 10% |
| High-net-worth individuals | 57% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $10.4M | 10.3% | $452K |
| High-net-worth individuals | 30 | $90.7M | 89.7% | $3.02M |
| Total | 53 | $101M | 100% | $1.91M |
- Clients
- 23
- Regulatory AUM
- $10.4M
- AUM share
- 10.3%
- Avg. per client
- $452K
- Clients
- 30
- Regulatory AUM
- $90.7M
- AUM share
- 89.7%
- Avg. per client
- $3.02M
Total
- Clients
- 53
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $1.91M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Suttle Crossland Wealth Advisors charges 0.55% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and has a $2,750 annual minimum. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Billed at $285 per hour, negotiable in certain cases, and due on completion of the engagement.
- Ongoing Comprehensive Financial Planning
- An upfront charge of up to $500, then $100 to $1,000 a month in arrears, depending on complexity; may be negotiable.
- Project-Based Financial Planning
- Fixed fee of $400 to $12,000 depending on complexity, negotiable; half is due at the start of the work.
- Retirement Plan Consulting
- Standard advisory fee of up to 0.50% of assets under advisement, paid in arrears; an initial plan consulting fee of $0 to $5,000 may apply.
Dustin Suttle owns 50% to 75% of Suttle Crossland Wealth Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Suttle Crossland Wealth Advisors, LLC
Dustin Suttle
Control person · since November 2021
- Owns 50% to 75% of Suttle Crossland Wealth Advisors, LLC
Curtis Crossland
Control person · since November 2021
Besides its headquarters, Suttle Crossland Wealth Advisors has 3 offices, with 4 listed addresses in 1 state.
Arizona · 4 listed addresses
- 20715 N Pima Road, Suite 108, ScottsdaleHQ
- 14050 N 83rd Ave Ste 290, Peoria
- 15331 W Bell RD Ste 212, Surprise
- 1166 E Warner RD, Gilbert
Other business names
Suttle Crossland Wealth Advisors has reported 1 other business name to the SEC.
- Suttle Crossland
Contact and registration details
- Legal name
- Suttle Crossland Wealth Advisors, LLC
- Headquarters
- 20715 N Pima Road, Suite 108, Scottsdale, AZ 85255
- Website
- suttlecrossland.com
- Phone
- 602-834-3905
- @suttlecrossland
- SEC file
- 801-135579
- Structure
- Arizona LLC
- Fiscal year end
- December
Suttle Crossland Wealth Advisors’ named custodians for separately managed accounts are Altruist ($90.7M, 90%), Charles Schwab ($5.47M, 5%) and Vanguard Marketing ($4.92M, 5%). Suttle Crossland Wealth Advisors does not have custody of client assets.
- Vanguard MarketingVanguard Marketing Corporation · Malvern, PA · $4.92M5%
- AltruistAltruist Financial LLC · Culver City, CA · $90.7M90%
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $5.47M5%
At year end, Suttle Crossland Wealth Advisors’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks3%
- Funds94%
- Cash3%
How many clients does Suttle Crossland Wealth Advisors have?
Suttle Crossland Wealth Advisors has 53 clients and manages $101 million for them, as of May 2026. They include 30 high-net-worth individuals and 23 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Suttle Crossland Wealth Advisors offer?
Suttle Crossland Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Suttle Crossland Wealth Advisors charge?
Suttle Crossland Wealth Advisors charges 0.55% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and has a $2,750 annual minimum.
Which custodians does Suttle Crossland Wealth Advisors use?
Suttle Crossland Wealth Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $90.7M, Charles Schwab & Co., Inc. (Omaha, NE), with $5.47M and Vanguard Marketing Corporation (Malvern, PA), with $4.92M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Suttle Crossland Wealth Advisors have?
Suttle Crossland Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Suttle Crossland Wealth Advisors invest in?
At the end of its last fiscal year, Suttle Crossland Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Suttle Crossland Wealth Advisors?
Suttle Crossland Wealth Advisors’ direct owners are Dustin Suttle (50% to 75%) and Curtis Crossland (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Suttle Crossland Wealth Advisors get paid?
Suttle Crossland Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Suttle Crossland Wealth Advisors?
Suttle Crossland Wealth Advisors’ main office is at 20715 N Pima Road, Suite 108, Scottsdale, AZ 85255. Its phone number is 602-834-3905. Its website is suttlecrossland.com.