S
Strategic Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Strategic Advisors serves retirement plan sponsors and plan investment committees, providing consulting on plan establishment, investment analysis of menu options, enrollment meetings, and participant education and support. The firm states it recently shifted away from individual wealth management to focus on educational consulting for retirement plans.
Strategic Advisors performs fundamental analysis of plan investment options — reviewing economic and industry conditions, peer-group performance, management, earnings, expenses and other fund characteristics — and delivers written analyses to plan sponsors and committees on a quarterly basis. The firm does not exercise investment discretion; plan sponsors retain responsibility for selecting and directing investments and transactions.
Notably, as of 12/31/2020 Strategic Advisors reported it does not manage client assets on either a discretionary or non‑discretionary basis, a practice that differs from most firms in this category. The firm’s emphasis on participant-facing education and enrollment meetings, and its explicit statement that it receives no soft‑dollar benefits from its recommended recordkeeper/custodian, are distinguishing features compared with many investment-manager peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Occupation focus
Retired
Fee options
0.15% to 0.25% (15 to 25 basis points), negotiable based on plan complexity
Main office location
Strategic Advisors, Inc.
10 Finch Forest Trail, Suite 100
Atlanta GA 30327, United States
Number of offices
1
Most active in
Strategic Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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.
Forms ADV
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