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About Sutton Wealth Advisors, Inc.
Sutton Wealth Advisors, Inc. is a leading financial advisory firm that provides expert financial guidance to clients across the country. With years of experience in the industry, Sutton Wealth Advisors has built a reputation for providing reliable and trustworthy financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
Sutton Wealth Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the key takeaways include:
- Expert financial advice from experienced advisors
- Personalized financial planning tailored to individual needs
- Comprehensive financial services for individuals, families, and businesses
- Client-focused approach with transparent and ethical practices
Facts and Insights
Sutton Wealth Advisors, Inc. has a strong track record of helping clients achieve their financial goals. Here are some facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 30+ | 20+ years |
Financial Services Offered
Sutton Wealth Advisors, Inc. offers a comprehensive range of financial services designed to help clients achieve their unique financial goals. Some of the key services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
- And more
Client Types
Sutton Wealth Advisors, Inc. works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
- And more
Fees & Compensation
Sutton Wealth Advisors, Inc. operates with a fee-only structure, meaning they do not receive commission or compensation for selling specific products or investments. This allows the firm to provide unbiased and objective advice to clients. The firm’s fee structure is based on a percentage of assets under management and is tailored to each client’s individual needs and circumstances.
Background
Sutton Wealth Advisors, Inc. was founded by John Sutton in 2000. With over two decades of experience in the financial industry, John has built a strong team of advisors and a successful firm that continues to thrive and grow. The firm’s team of advisors are all highly qualified and experienced in the financial industry, with a deep understanding of the ever-changing market conditions and investment strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sutton Wealth Advisors, Inc. is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no reported incidents.