Advisor at Strategic Wealth Partners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Wealth Partners, Ltd.
Location
Independence, OH 44131-6829
Credentials
Series 65
Industry experience
< 1 year
John Root is a Series 65-licensed advisor at Strategic Wealth Partners, Ltd. with one year of industry experience. Prior to joining Strategic Wealth Partners, he held positions at Cleveland Clinic and Sherwin Williams. He also has a background in education, having worked at John Carroll University, Hudson High School, and Hudson Middle School. Strategic Wealth Partners, Ltd. manages approximately $1.3 billion and serves individuals, pension and profit-sharing plans, foundations, and corporate accounts. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services using a mix of fundamental, technical, and charting analysis to construct diversified portfolios.
Based on Strategic Wealth Partners, Ltd.
Based on Strategic Wealth Partners, Ltd.
Minimum fee for financial plan is $3,000; Retirement Plan Consulting flat minimum fee $3,000; Tax Preparation minimum fee $500.
$0 - : no explicit minimum stated for first tier but implied from $0: 0.20% to 2.00% annually (tiered schedule, exact tiers not explicitly detailed in brochure)
Up to $500 per hour for Financial Planning and Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning: Hourly up to $500/hour, minimum financial plan fee $3,000; Retirement Plan Consulting: hourly up to $500/hour or flat fee or up to 2.00% of plan assets; Flat fee minimum $3,000.
5005 Rockside Road, Suite 1200
Independence, OH 44131-6829
Ohio
Strategic Wealth Partners Ltd
2025 - Present (1 year)
Cleveland Clinic
2024 - 2024 (1 year)
Sherwin WIlliams
2023 - 2024 (1 year)
Swensons
2022 - 2022 (1 year)
John Carroll University
2021 - 2025 (4 years)
Hudson High School
2017 - 2021 (4 years)
Hudson Middle School
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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