Scottsdale, AZ Office

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.