user avatar

Pamela Stamper Brandt

Advisor at Sustainable Advisors Alliance LLC — Fancy Gap, VA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

43 years

Location

Fancy Gap, VA

Sustainable Advisors Alliance LLC logo

Sustainable Advisors Alliance LLC

Team

Total advisors

9

Across 9 offices

Clients per advisor

62 Typical

Avg AUM per client

$410,064 Very Low

HNW client ratio

17% Low

About

Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

Client services

Based on Sustainable Advisors Alliance LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sustainable Advisors Alliance LLC

ESG / Sustainable investing Annuities

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$500 to $7,500 depending on complexity

Percentage

$0 - $200,000: 1.65% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.65% $20,000,001+: Negotiated

Project-based

$125 to $500 per hour depending on complexity

Subscriptions

Ongoing retainer arrangements paid monthly, quarterly, semi-annually, or annually up to $7,500 annually

Other

Fee-only: Hourly: $125-$500 per hour; Flat fee: $500-$7,500; Ongoing retainer: up to $7,500 annually

Location

See office

Fancy Gap, VA

Fancy Gap VA

Advisors at this office

1

Most active in

Virginia

Work history

43 years of industry experience

Sustainable Advisors Alliance LLC

2021 - Present • 5 years

Tulsa, OK

Portfolio Resources Advisor Group

2008 - 2021 • 13 years

Miami, FL

Portfolio Resources Group, Inc.

2008 - 2021 • 13 years

Miami, FL

College for Financial Planning

1998 - 2017 • 19 years

Lewisville, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Zachary S

CFP®, Series 63, Series 65

Mount Airy, NC

Northside Group Wealth Management, LLC

Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Matthew V

Series 63, Series 65

Mount Airy, NC

Truist Advisory Services

Matthew Voreh is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Truist Advisory Services and related entities since 2018, including Bb&T Investments prior to its merger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Angela N

Series 63, Series 65

Ararat, VA

Truist Advisory Services

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
user avatar

Edward H

Series 63

Galax, VA

Ameriprise

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

George D

Series 66

Mount Airy, NC

Edward Jones

George Draughn is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he held roles at RTI International and North Carolina State University. Outside of his advisory role, he serves on the finance committee at Calvary Baptist Church in Mount Airy, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

John B

ChFC®, Series 66

Galax, VA

Edward Jones

John Bryant is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include a position at Pine Island Country Club and work with the University of Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)