# Strategic Asset Alliance

> Strategic Asset Alliance is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated January 13, 2026.

- CRD: 148763
- Filed as: STRATEGIC ASSET ALLIANCE
- Legal name: SAA Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148763
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-asset-alliance-bellevue-wa-148763

## Quick answers

**How is Strategic Asset Alliance compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Asset Alliance reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Strategic Asset Alliance charge?**
Its Form ADV Part 2A brochure dated January 13, 2026 states: Flat fee: $35,000 to $250,000 a year (investment advisory consulting services, participant education and…); Flat fee: $25,000 a year (SAA Solutions guided service platform for insurance companies and…); Flat fee: $7,500 to $250,000 (Project Consulting Services for insurance companies and government risk…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategic Asset Alliance located?**
Strategic Asset Alliance's principal office is in Bellevue, WA, according to its Form ADV.

**Is Strategic Asset Alliance registered with the SEC or a state?**
Strategic Asset Alliance is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148763.

**How have Strategic Asset Alliance's assets and staff changed since 2021?**
In the Form ADV data for Strategic Asset Alliance: Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Asset Alliance serve?**
By number of clients on Form ADV Item 5.D: insurance companies (15); other (5).

**Does Strategic Asset Alliance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148763

**What changed in Strategic Asset Alliance's recent Form ADV filings?**
In the February 2026 filing data: No longer lists an office in Rockport, ME.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 13, 2026)

- Flat fee: $35,000 to $250,000 a year (investment advisory consulting services, participant education and…)

> Our fixed fees are negotiable and range between $35,000 and $250,000 annually depending on the scope and complexity of the services rendered.

- Flat fee: $25,000 a year (SAA Solutions guided service platform for insurance companies and…)

> Our fee is a fixed annual rate is $25,000 for assets up to $25,000,000 and is negotiable depending on the scope and complexity of the services rendered.

- Flat fee: $7,500 to $250,000 (Project Consulting Services for insurance companies and government risk…)

> Our per project fees range from $7,500 and $250,000 and is negotiable depending on the scope and complexity of the services rendered.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Insurance companies | 15 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 5 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (17 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, ME, MO, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saai.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 3 | March 4, 2021 |
| October 2022 | Not reported | 3 | February 8, 2022 |
| October 2023 | Not reported | 3 | February 8, 2023 |
| October 2024 | Not reported | 4 | January 19, 2024 |
| October 2025 | Not reported | 4 | January 14, 2025 |
| October 2026 | Not reported | 4 | January 13, 2026 |

Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- No longer lists an office in Rockport, ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Asset Alliance (CRD 148763): Form ADV filing data as of October 2026.