Firm
Strategic Retirement Advisors
Elk Grove, California
Fee-only
Strategic Retirement Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 945 individual clients.
- Its average account is about $230,000 (assets it manages divided by its 945 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Elk Grove, California |
|---|---|
| Website | strategicretirementadvisors.net |
| Phone | (916) 248-3619 |
Strategic Retirement Advisors fees
Strategic Retirement Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $217 million |
| Individual clients | 945 |
| Accounts managed | 945 |
| Employees | 2 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-114888) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 142887 |