Strategic Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Wealth Advisors serves individuals, business entities, trusts, estates and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm operates on a fee-only, percentage-of-assets-under-management basis and also offers a WealthBuilder program for younger clients affiliated with existing clients or who meet select savings criteria.
The firm implements portfolios using a mix of analytical methods—charting, fundamental, technical and cyclical analysis—and primarily pursues long- and short-term purchases while retaining the ability to use short sales, margin and options strategies when appropriate. Strategic Wealth Advisors conducts ongoing account reviews, may recommend separate account managers, and will review non-traditional or private investments (including private funds and real‑asset interests) while disclosing associated valuation and liquidity limitations.
Compared with many peers, the firm discloses formal third‑party solicitation arrangements and pays referral fees to outside promoters, with solicitors required to provide disclosure documents to prospects, which the brochure describes as part of its client acquisition practices. The brochure also notes receipt of support services from custodians such as Charles Schwab and Fidelity and includes written policies on personal trading and conflicts of interest, as well as specific disclosures about private fund valuation and rollover conflicts.
Client services
Expertise
Fee options
WealthBuilder program offers a tiered flat fee schedule provided upon engagement.
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.55% annually $10,000,000 - $15,000,000: 0.45% annually $15,000,000+: 0.25% annually
Financial planning and consulting services generally range from $200 to $500 per hour.
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 (based on $1 million in assets) when the client seeks ongoing portfolio supervision, may be negotiable. Fee-only: Fee-only basis for discretionary investment advisory services.
Main office
See officeScottsdale AZ
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew M
CFP®, Series 63, Series 65
Scottsdale, AZ
Strategic Wealth Advisors, LLC
Matthew Masin is a CFP® professional with nine years of industry experience. He is currently an advisor at Strategic Wealth Advisors, LLC, where he has worked since 2021, and previously worked at The Vanguard Group, Inc. from 2017 to 2021. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm uses a combination of analytical methods to implement portfolios and conducts ongoing account reviews, offering services that include separate account management and evaluation of non-traditional investments.
John B
CFP®
Scottsdale, AZ
Strategic Wealth Advisors, LLC
John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.
James S
CFP®, Series 66
Scottsdale, AZ
Strategic Wealth Advisors, LLC
James Schwartz is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Strategic Wealth Advisors, LLC since 2007. The firm serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management along with standalone financial planning and consulting. Strategic Wealth Advisors employs a mix of analytical methods and offers a WealthBuilder program for younger clients connected to existing clients or meeting certain savings criteria.
Laurie B
CFA®, Series 63, Series 65
Scottsdale, AZ
Strategic Wealth Advisors, LLC
Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)