Strategic Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Retirement Advisors serves individual investors and employer‑sponsored retirement plans across California, with many clients who are current or former public‑sector employees; the firm provides investment management, limited financial planning, and occasional advisor‑selection assistance for workplace plans. Services cover individual retirement and taxable accounts as well as 457 and 401(a) plan advisory work, and the firm offers educational seminars and workshops at client workplaces.
The firm’s investment approach is a top‑down asset allocation framework that favors long‑term rebalancing and a mix of ETFs, low‑fee index funds, blended active funds, individual bonds and stocks selected to align with clients’ time horizons and risk tolerances. Clients may grant discretionary or non‑discretionary authority, and portfolios are customized to match stated return goals, tax considerations, and any client restrictions.
Distinctive features include managing over $216 million in client assets while servicing an unusually large client base per advisor, and regularly delivering workplace seminars on retirement saving, asset allocation, forecasting and withdrawal plans. The firm also notes specific experience with public‑sector retirement systems (including assistance estimating CalPERS benefits), offers sponsor‑level services for municipal plans, and does not participate in wrap fee programs.
Client services
Expertise
Occupation focus
Fee options
Short-term flat fee contracts for selection of other advisors services (amounts not specified). Also minimum flat fee of 0.50% at all asset levels under Jeff Miller, negotiable.
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.50% $5,000,000 - $7,000,000: 0.25% $7,000,000+: 0.15%
Hourly rate of $190 per hour for one-time services for clients with outside accounts.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $500 per year (mentioned in Item 2). Jeff Miller's Asset Management minimum flat fee of 0.50% at all asset levels, unless negotiated. Fee-only: Financial planning fees generally included in advisory fee; additional extensive planning fees possible (amounts not specified). Also annual fees generally $450 or hourly $190/hr for one-time services for outside accounts.
Main office
9245 Laguna Springs Drive, Suite 200
Elk Grove CA 95758
Advisors at this office
1
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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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.
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