Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG charges fees for financial planning and investment management. Financial planning fees are negotiable, ranging from $75-$350 hourly or $500-$100,000 annually. Investment management fees vary between 0.40% and 2.40% annually, depending on portfolio size and services. Clients also incur third-party charges from broker-dealers and custodians. SFG may negotiate lower fees based on certain criteria.
Areas of Practice
Advisor Information
Office location
501 SE Fourth Street, Bartlesville, OK, 74003
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an investment advisor at Sutterfield Financial Group, owner/manager of 2 Guys on the Move Storage, an agent for Fixed Insurance, and owner of Kvistero Financial Inc. He also acts as a trustee, dedicating minimal time to this role.