Dustin Suttle is a CFP-designated registered investment advisor at Origin Investment Advisory LLC, based in Cave Creek, AZ, with 21 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 7,591 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Origin Investment Advisory does not charge an annual management fee based on the value of your portfolio for its automated index investing program. However, you will pay the underlying operating expenses and management fees charged by the exchange-traded funds or mutual funds held in your portfolio, along with any administrative or trading costs charged by the custodian.
Contact
Dustin Suttle
Location
Cave Creek, AZ
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Regulatory 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 Marketing CorporationBroker
Vanguard Advisers, INC.
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
State Registrations3 states
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
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.
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