R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors

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Client assets under management

$155,643,904

Clients

287

41% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

144

Very High

Average account size

$542,313

About

R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors provides financial planning and portfolio management with an emphasis on risk management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and business entities. The firm also coordinates access to tax, estate and insurance specialists and manages client assets through custodians such as Charles Schwab, Fidelity, National Financial and Pershing, charging advisory fees on an AUM basis.

Strategic Wealth Advisors pursues market‑participation, structured portfolios built primarily with institutional mutual funds and Dimensional Fund Advisors models, guided by a client‑specific Investment Policy Statement and a rebalancing discipline (quarterly or when allocations drift more than 5%). Implementation and day‑to‑day portfolio administration are handled in part through multiple turnkey providers and third‑party managers, including a material relationship with Mayflower Financial Advisors established January 9, 2026, while the firm generally maintains primarily non‑discretionary client authority with limited discretionary rebalancing.

Noteworthy aspects disclosed in the brochure include that certain supervised persons serve as insurance agents and may receive modest commissions on life insurance products, and the firm reports receiving research and seminar support and occasional marketing/educational reimbursements from partner firms. The brochure also discloses a disciplinary event involving an investment adviser representative and describes lead‑generation and referral arrangements (e.g., SmartAdvisor/Castor Abbott), reflecting conflicts the firm discloses and manages.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$0 - $249,999: 2.00% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000+: negotiable

Commissions

Commissions are only received on Life Insurance products (a small percentage of compensation).

Main office location

R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors

5784 Widewaters Parkway, First Floor

Dewitt NY 13214, United States

Number of offices

Most active in

Florida · New York · South Carolina

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 315-218-7350

Advisors at this firm

Courtney W

Series 65

Dewitt, NY

R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors

Courtney Wellar is an advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with four years of industry experience. She holds a Series 65 designation and has a legal background, practicing as a sole proprietor attorney specializing in business and tax consulting. Prior to her current role, she worked at Bond, Schoeneck & King for 18 years. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes structured, market-participation portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and disciplined rebalancing.

Richard P

Series 63, Series 65

Dewitt, NY

R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors

Richard Petrell is a financial advisor with R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with RS Petrell & Associates since 2007. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and a disciplined rebalancing strategy.

Marybeth P

Series 63, Series 65

Dewitt, NY

R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors

Marybeth Petrell is a financial advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors in Dewitt, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has worked at Realta Equities, Inc. since 2015 and has been with Strategic Wealth Advisors since 2011. Strategic Wealth Advisors provides financial planning and portfolio management services focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and a disciplined rebalancing approach.

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