R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$155,643,904
Clients
287
Advisors
3
of 3 employees
About
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors provides financial planning and portfolio management with an emphasis on risk management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and business entities. The firm also coordinates access to tax, estate and insurance specialists and manages client assets through custodians such as Charles Schwab, Fidelity, National Financial and Pershing, charging advisory fees on an AUM basis.
Strategic Wealth Advisors pursues market‑participation, structured portfolios built primarily with institutional mutual funds and Dimensional Fund Advisors models, guided by a client‑specific Investment Policy Statement and a rebalancing discipline (quarterly or when allocations drift more than 5%). Implementation and day‑to‑day portfolio administration are handled in part through multiple turnkey providers and third‑party managers, including a material relationship with Mayflower Financial Advisors established January 9, 2026, while the firm generally maintains primarily non‑discretionary client authority with limited discretionary rebalancing.
Noteworthy aspects disclosed in the brochure include that certain supervised persons serve as insurance agents and may receive modest commissions on life insurance products, and the firm reports receiving research and seminar support and occasional marketing/educational reimbursements from partner firms. The brochure also discloses a disciplinary event involving an investment adviser representative and describes lead‑generation and referral arrangements (e.g., SmartAdvisor/Castor Abbott), reflecting conflicts the firm discloses and manages.
Client services
Fee options
$0 - $249,999: 2.00% $250,000 - $499,999: 1.65% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000+: negotiable
Commissions are only received on Life Insurance products (a small percentage of compensation).
Main office
5784 Widewaters Parkway, First Floor
Dewitt NY 13214
Advisors at this office
3
Most active in
Florida · New York · South Carolina
Also doing business as
R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors · Rs Petrell & Associates, LLC · Strategic Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Courtney W
Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Courtney Wellar is an advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with four years of industry experience. She holds a Series 65 designation and has a legal background, practicing as a sole proprietor attorney specializing in business and tax consulting. Prior to her current role, she worked at Bond, Schoeneck & King for 18 years. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes structured, market-participation portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and disciplined rebalancing.
Richard P
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Richard Petrell is a financial advisor with R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with RS Petrell & Associates since 2007. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and a disciplined rebalancing strategy.
Marybeth P
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Marybeth Petrell is a financial advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors in Dewitt, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has worked at Realta Equities, Inc. since 2015 and has been with Strategic Wealth Advisors since 2011. Strategic Wealth Advisors provides financial planning and portfolio management services focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and a disciplined rebalancing approach.
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