Strategic Wealth Advisors, LLC

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Client assets under management

$319,332,380

Clients

111

68% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,876,868

About

Strategic Wealth Advisors serves individuals, business entities, trusts, estates and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm operates on a fee-only, percentage-of-assets-under-management basis and also offers a WealthBuilder program for younger clients affiliated with existing clients or who meet select savings criteria.

The firm implements portfolios using a mix of analytical methods—charting, fundamental, technical and cyclical analysis—and primarily pursues long- and short-term purchases while retaining the ability to use short sales, margin and options strategies when appropriate. Strategic Wealth Advisors conducts ongoing account reviews, may recommend separate account managers, and will review non-traditional or private investments (including private funds and real‑asset interests) while disclosing associated valuation and liquidity limitations.

Compared with many peers, the firm discloses formal third‑party solicitation arrangements and pays referral fees to outside promoters, with solicitors required to provide disclosure documents to prospects, which the brochure describes as part of its client acquisition practices. The brochure also notes receipt of support services from custodians such as Charles Schwab and Fidelity and includes written policies on personal trading and conflicts of interest, as well as specific disclosures about private fund valuation and rollover conflicts.

Client services

Financial planning Portfolio management Selection of other advisers General financial consulting

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

WealthBuilder program offers a tiered flat fee schedule provided upon engagement.

Percentage

$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.55% annually $10,000,000 - $15,000,000: 0.45% annually $15,000,000+: 0.25% annually

Project-based

Financial planning and consulting services generally range from $200 to $500 per hour.

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 (based on $1 million in assets) when the client seeks ongoing portfolio supervision, may be negotiable. Fee-only: Fee-only basis for discretionary investment advisory services.

Main office location

Strategic Wealth Advisors, LLC

Scottsdale AZ, United States

Number of offices

Most active in

Arizona · California · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

LinkedIn Facebook Website 480-998-1798

Advisors at this firm

Matthew M

CFP®, Series 63, Series 65

Scottsdale, AZ

Strategic Wealth Advisors, LLC

Matthew Masin is a CFP® professional with eight years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC since 2021. Prior to joining Strategic Wealth Advisors, he worked at The Vanguard Group, Inc. from 2017 to 2021 and was affiliated with The Ohio State University from 2013 to 2017. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a range of analytical methods and offers programs tailored to younger clients, conducting ongoing account reviews and considering both traditional and non-traditional investments.

Options & derivatives strategies Private / alternative investments

John B

CFP®

Scottsdale, AZ

Strategic Wealth Advisors, LLC

John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.

Options & derivatives strategies Private / alternative investments

James S

CFP®, Series 66

Scottsdale, AZ

Strategic Wealth Advisors, LLC

James Schwartz is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Strategic Wealth Advisors, LLC since 2007. The firm serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management along with standalone financial planning and consulting. Strategic Wealth Advisors employs a mix of analytical methods and offers a WealthBuilder program for younger clients connected to existing clients or meeting certain savings criteria.

Options & derivatives strategies Private / alternative investments

Laurie B

CFA®, Series 63, Series 65

Scottsdale, AZ

Strategic Wealth Advisors, LLC

Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.

Options & derivatives strategies Private / alternative investments

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