Suttle Crossland Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Suttle Crossland Wealth Advisors serves individuals, high-net-worth clients, and employer plan sponsors, providing wealth management, financial planning, and retirement plan consulting to plan fiduciaries. The firm delivers ongoing investment management and written financial plans and advises businesses on plan design, fee analysis, participant education, and vendor searches.
The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, blending passive and active strategies with tactical deviations to manage risk and pursue client objectives. It manages discretionary accounts with quarterly reviews and also implements allocation and rebalancing for “held-away” assets (e.g., 401(k)s, 529s, variable annuities) through an order management system.
Noteworthy for a small independent advisor, SCWA reports roughly $101 million in assets under management for about 53 clients and is co-owned by two principals rather than operating as a solo practitioner. The firm’s retention of retirement plan consulting services and the principals’ industry experience at firms such as Vanguard and USAA, along with professional credentials (CFP® and, for one principal, CFA and Enrolled Agent), distinguish its advisory mix.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees ranging from $400 to $12,000, negotiable
0.55% annually (Wealth Management Services)
$285 per hour (Financial Planning Hourly Fee, negotiable)
Ongoing Comprehensive Financial Planning monthly fee between $100 and $1,000 (negotiable)
Account minimum: $100,000 Minimum fee: Minimum annual advisory fee of $2,750 for Wealth Management services Fee-only: Ongoing Comprehensive Financial Planning: up to $500 upfront plus $100 - $1,000 per month (negotiable); Project-Based Financial Planning: fixed fee $400 to $12,000 (negotiable, max $1,200 billed more than 6 months in advance); Hourly Financial Planning: $285 per hour (negotiable)
Main office
20715 N Pima Road, Suite 108
Scottsdale AZ 85255
Advisors at this office
2
Most active in
Arizona · California · Texas
Also doing business as
Suttle Crossland · Suttle Crossland 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Dustin S
CFP®, AAMS®, CRPC®
Scottsdale, AZ
Suttle Crossland Wealth Advisors, LLC
Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.
Curtis C
CFP®, CFA®, EA
Scottsdale, AZ
Suttle Crossland Wealth Advisors, LLC
I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!
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