Advisor at Strategic Wealth Partners LLC
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 LLC
Location
North Charleston, SC
Credentials
Series 63, Series 65
Industry experience
5 years
William Riggs is a financial advisor at Strategic Wealth Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Vanguard Group, Advisor Share Wealth Management LLC, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent. Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high-net-worth individuals and retirement plans. The firm’s approach emphasizes selecting and monitoring third-party sub-advisers and turnkey asset management platforms while tailoring portfolios to clients’ objectives and risk tolerance.
Based on Strategic Wealth Partners LLC
Based on Strategic Wealth Partners LLC
Financial planning and consulting fees fixed, negotiable generally ranging from $0 to $25,000
$0+: 1.00% minimum annual fee (household minimum) unspecified+: up to a maximum total annual fee of 2.50% for portfolio management and advisory services
Commissions are earned from insurance product sales by firm representatives who are also licensed insurance agents
Account minimum: $25,000.00 Minimum fee: Minimum annual household fee of 1.00% for portfolio management and advisory services
North Charleston, SC
South Carolina · Tennessee · Texas
Strategic Wealth Partners, LLC
2025 - Present (1 year)
Advisor Share Wealth Management LLC
2025 - 2025 (1 year)
Foundations Investment Advisors
2024 - 2025 (1 year)
The Vanguard Group, Inc.
2022 - 2023 (1 year)
The Vanguard Group, Inc.
2021 - 2022 (1 year)
The Vanguard Group, Inc.
2020 - 2021 (1 year)
DoorDash
2020 - 2020 (1 year)
Virginia Swim Camp
2017 - 2017 (1 year)
University of South Carolina
2016 - 2020 (4 years)
Douglas Southall Freeman
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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