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Brent Sutherland

Personal Finance, Investing, Lifestage Based Planning
“I aim to shed light on only those ideas, products and services that are of utmost value and will better put individuals on their path to financial independence.”


Job Title:

Owner, Financial Planner


Brent Sutherland is a CFP® practitioner and has worked in financial services for over 12 years. During this time, he's gained experience in the worlds of corporate accounting, high net worth investment management, and personal financial planning. He has witnessed, firsthand, how the financial services industry has fashioned itself into an overly complex machine in an effort to cause confusion, encourage mistakes, and justify fees; all to further enhance its own bottom line. Brent believes there is a strong correlation between financial noise and financial mistakes which further delay one's personal financial success.

Therefore, Brent's objective is to help individuals turn off the noise and challenge the traditional approach to financial planning and thinking. In his experience as a financial advisor and personal finance enthusiast (+ early retirement advocate + semi-minimalist + real estate investor), he has found that most often the simplest solutions and some outside the box thinking will better help individuals on their way towards sitting firmly in the driver's seat of their own personal economy.

Personally, Brent was born and raised in the Blue Ridge Mountains of Southwestern Virginia, but now call the city of Pittsburgh home. He has a wonderful wife and a mischievous dog; and like to spend his free time traveling to new places, visiting with family and friends, driving himself a bit insane over Virginia Tech sports, reading Game of Thrones spoilers, and (of course) geeking out over the latest personal finance products and ideas.


BS, Economics, Virginia Tech

Fee Structure:

$1999 for a full financial review, $119 for half-hour calls

CRD Number:



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All Answers
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    IRAs, Taxes
Do I have to make quarterly tax payments when performing a Roth conversion?
100% of people found this answer helpful

Yes, you do want to make estimated tax payments to account for increased liability due to the conversion, otherwise you'll be hit with a large tax bill at the end of the year.  In order to avoid having a penalty also added on top of this increased tax liability (which generally applies if you fail to pay at least 90% of the current year's tax), you'll want to make sure you pay at least 100% of the last year's tax liability (or 110% of last year's if your adjusted gross income is $150k or more for a married couple or $75k for a single filer).

I hope this helps!  Good luck to you.

January 2019
Would someone under the age of 59.5 be able to move their 401(k) elsewhere without incurring a penalty if they are no longer able to contribute to it due to a company retirement plan change?
December 2018
    Career / Compensation, Retirement, Annuities, Choosing an Advisor, IRAs
Should I convert my 403(b) account to a traditional IRA?
86% of people found this answer helpful
October 2018
    Debt, Real Estate
How do I make the most of the profit from my house sale?
100% of people found this answer helpful
August 2018
    Real Estate, Taxes
Should we use a tax preparation professional or an online tax filing program?
80% of people found this answer helpful
April 2018