Strategic Wealth Advisors, LLC

Strategic Wealth Advisors, LLC at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 4 advisors are listed here; 3 of 4 hold the CFP.
• Its Form ADV reports 4 employees and 111 individual clients, 75 of them high net worth.
• Its average account is about $761,000 (assets it manages divided by its 427 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

Strategic Wealth Advisors, LLC fees

Strategic Wealth Advisors, LLC 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

Advisors at this firm (4)

• James Schwartz

  CFP · RICP · CPA

• John Bagley

  CFP

• Laurie Bagley

  CFA

• Matthew Masin

  CFP