Sustainable Advisors Alliance LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sustainable Advisors Alliance, LLC provides discretionary and non‑discretionary portfolio management, financial planning, annuity management, and employee benefit plan services to individuals (including high‑net‑worth clients), retirement plans, corporations, and nonprofit entities. The firm advises on a broad set of investments — including stocks, bonds, mutual funds, ETFs, REITs, private equity, community investments and limited partnerships — and also offers advice on held‑away accounts and access to sub‑advisors.
SAA specializes in sustainable, responsible, and impact (SRI) investing that applies environmental, social, and governance (ESG) criteria, using a mix of active and passive strategies and direct indexing to align portfolios with client preferences. Portfolios are constructed around client goals, risk tolerance, and time horizon, with discretionary authority available and periodic reviews, and financial planning offered on hourly, flat‑fee, or retainer bases.
Compared with many peers, the firm maintains multiple offices (seven) and includes participant education and client workshops as part of its employee benefit plan and client services, an offering that is relatively uncommon for similarly sized teams. SAA also highlights fee‑based annuity management and the use of direct indexing for customized ESG outcomes, and integrates sub‑advisors when seeking specialized implementation.
Client services
Expertise
Fee options
$500 to $7,500 depending on complexity
$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
$125 to $500 per hour depending on complexity
Ongoing retainer arrangements paid monthly, quarterly, semi-annually, or annually up to $7,500 annually
Fee-only: Hourly: $125-$500 per hour; Flat fee: $500-$7,500; Ongoing retainer: up to $7,500 annually
Main office
See office12 N Cheyenne Ave, Suite 406
Tulsa OK 74103
Advisors at this office
1
Offices (9)
Boulder, CO
Boulder, CO
1 advisor
Denver, CO
Denver, CO
1 advisor
Fancy Gap, VA
Fancy Gap, VA
1 advisor
Los Angeles, CA
Los Angeles, CA
1 advisor
Phoenix, AZ
Phoenix, AZ
1 advisor
San Francisco, CA
San Francisco, CA
1 advisor
Saratoga Springs, NY
Saratoga Springs, NY
1 advisor
Saratoga Springs, NY Spring Street
112 Spring Street, Suite 302, Saratoga Springs, NY 12866
1 advisor
Tulsa, OK
12 N Cheyenne Ave Suite 406, Tulsa, OK 74103
1 advisor
Most active in
Arizona · California · Colorado · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · New Hampshire · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Texas · Virginia · Washington
Also doing business as
Bright Way Finances LLC · Jan Bryan Cfp · Principled Investing, LLC · Seven Generations Investing, LLC · Skye Advisors, LLC · Sustainable Advisors Alliance LLC · Sustainable Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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”)