A complete list of active advisors currently associated with R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Warmer can help you find a great advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dewitt, NY
| 33
| |
Dewitt, NY
| 26
| |
Dewitt, NY
| 4
|
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