Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
Cave Creek, AZ
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Dustin Gray SuttleRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dustin owns Teluvo, LLC, involved in rental properties, web development/hosting, and e-commerce, dedicating minimal time. He is also a Managing Member and CCO of Suttle Crossland Wealth Advisors, LLC (nearly full-time), a hiring specialist for Simply Paraplanner LLC (minimal time), a financial planner for Origin Investment Advisory LLC (a few hours per week), and adjunct faculty at Scottsdale Community College (about a quarter of his time).
Employment History
Current Registrations
Origin Investment Advisory LLC
Suttle Crossland Wealth Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Hsbc Securities (usa) INC.
Hsbc Securities (usa) INC. Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLC Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
Merrill Lynch Pierce Fenner & Smith INC.
AXA Advisors, LLC Broker
State Registrations3 states
Exams
Additional Information
Outside of work, I’m an active member of the Phoenix Men’s Arts Council and a supporter of Arizona’s small business community through my membership in Local First Arizona. When I’m not working with clients, I enjoy traveling, overlanding through Arizona’s backcountry, and diving into research on behavioral finance and decision-making.