James Schwartz
Strategic Wealth Advisors, LLC · Scottsdale, Arizona
James Schwartz is a fee-only financial advisor at Strategic Wealth Advisors, LLC in Scottsdale, Arizona, who holds the CFP, RICP and CPA credentials. Strategic Wealth Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Wealth Advisors, LLC |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $325.2M across 427 accounts |
| Credentials | CFP · RICP · CPA · MBA |
| SEC registration | Investment adviser representative in AZ · CRD 3088509 |
| Exams passed | Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | xpertadvice.com |
| Profile |
How James's firm compares
- Strategic Wealth Advisors, LLC's average account is about $761,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about James
Is James Schwartz a fee-only financial advisor?
Yes. James Schwartz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.
How does James charge for financial advice?
James's firm, Strategic Wealth Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Schwartz based?
James Schwartz is based in Scottsdale, Arizona.
What credentials does James Schwartz hold?
James Schwartz holds the CFP, RICP, CPA and MBA credentials.
Is James Schwartz registered with the SEC?
Yes. James Schwartz is registered as an investment adviser representative in AZ (CRD 3088509), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Strategic Wealth Advisors, LLC manage?
Strategic Wealth Advisors, LLC reports $325.2M across 427 accounts in assets under management.
How do I contact James Schwartz?
Through James's website, xpertadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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