Laurie Bagley
Strategic Wealth Advisors · Scottsdale, Arizona
Laurie Bagley is a fee-only financial advisor at Strategic Wealth Advisors in Scottsdale, Arizona, who holds the CFA credential. Strategic Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Wealth Advisors |
|---|---|
| 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 | CFA |
| SEC registration | Investment adviser representative in AZ · CRD 2555369 |
| Exams passed | Series 63 (1998) · Series 65 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.xpertadvice.com |
How Laurie's firm compares
- Strategic Wealth Advisors's average account is about $761,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Laurie
Is Laurie Bagley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurie holds no broker registration, and Strategic Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurie charge for financial advice?
Laurie's firm, Strategic Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laurie Bagley based?
Laurie Bagley is based in Scottsdale, Arizona.
What credentials does Laurie Bagley hold?
Laurie Bagley holds the CFA credential.
Is Laurie Bagley registered with the SEC?
Yes. Laurie Bagley is registered as an investment adviser representative in AZ (CRD 2555369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Wealth Advisors manage?
Strategic Wealth Advisors reports $325.2M across 427 accounts in assets under management.
How do I contact Laurie Bagley?
Through Laurie's website, www.xpertadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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