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Trevor Sutterfield

Sutterfield Financial Group, INC.
34 Years of Experience
Bartlesville, OK
6 DisclosuresSells Insurance
View SEC Summary
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Trevor Sutterfield is a registered investment advisor at Sutterfield Financial Group, INC., based in Bartlesville, OK, with 34 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,129 clients with $270M in assets under management.

Sutterfield Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,129 clients
Average Client Portfolio
$243K average
Assets Under Management
$274.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.40%

Fees range from 0.40% to 2.40% annually depending on portfolio size and services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 SE Fourth Street, Bartlesville, OK, 74003

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Customer Dispute
April 2016
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
July 2009
Denied
Customer Dispute
July 2008
Settled
Customer Dispute
December 2004
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Trevor is involved in numerous business activities, including pension-related services, aircraft and property management, agriculture, financial and tax consulting, construction management, and real estate ventures. He also owns SFG Insurance, an independent insurance sales business, taking about a quarter of his time.

Employment History
Current Registrations
Sutterfield Financial Group, INC.
January 2000 - Present · 26 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2007 - December 2023 · 16 yrs
American General Securities Incorporated
September 2006 - December 2007 · 1 yr 3 mos
American General Securities IncorporatedBroker
October 2002 - December 2007 · 5 yrs 2 mos
Sutterfield Financial Group, INC.
January 2000 - December 2002 · 2 yrs 11 mos
Franklin Financial Services CorporationBroker
January 1995 - October 2002 · 7 yrs 9 mos
Pruco Securities CorporationBroker
May 1992 - January 1995 · 2 yrs 8 mos
State Registrations2 states
OKTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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