Strategic Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,513,998,209
Clients
3,524
Advisors
23
of 23 employees
About
Strategic Wealth Group provides discretionary and non‑discretionary portfolio management, financial planning (full, hourly, and ongoing), ERISA retirement plan advisory (typically as a 3(21) fiduciary), and a wrap fee program for individuals, retirement plans, trusts and other entities. The firm reported $1.54 billion in discretionary assets under management as of December 31, 2025 and does not impose a stated account minimum.
The firm builds client strategies using fundamental and technical analysis to set asset allocation and select investments, documents objectives in investment policy statements, and reviews accounts at least quarterly; it also hires sub‑advisors and uses third‑party manager programs (including LPL/Parametric TAMP options) and a third‑party platform to manage held‑away defined contribution accounts. Strategic Wealth Group offers both ongoing fiduciary advice for retirement accounts and the option for clients to retain non‑discretionary control, and it discloses use of model management, block trading for wrap models, and periodic rebalancing.
What distinguishes the firm from many peers is its integration with broker‑dealer and insurance activities: many associated persons are registered representatives of LPL and some are licensed insurance agents, and firm disclosures note registered‑rep work consumes roughly 75% of certain personnel’s time while producing under 15% of total revenue; the firm also discloses transition payments from LPL and referral fees from third‑party money managers. The brochure further notes a change in ownership in July 2024 and describes arrangements (including potential referral and sub‑advisor fees and custodial/TAMP fee overlays) that the firm discloses and manages as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Full Financial Plan fees $2,500 to $25,000; Ongoing Financial Planning up to $25,000 annually
$0 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 1.0%
Investment Advisor Representatives may receive external commissions as registered representatives of LPL Financial LLC; less than 15% of total revenue from commissions
$500 per hour for Hourly Consultation Services
Fee-only: Full Financial Plan fixed fee $2,500 to $25,000; Hourly Consultation $500/hour; Ongoing Financial Planning flat fee up to $25,000/year
Main office
7820 Terrey Pine Ct, #200
Eden Prairie MN 55347
Advisors at this office
23
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Louisiana · Michigan · Minnesota · Missouri · Montana · Nebraska · New Hampshire · New York · North Carolina · North Dakota · Pennsylvania · South Carolina · South Dakota · Texas · Washington · Wisconsin
Also doing business as
Arch Asset Management · Boyum Barenscheer Wealth Management · David Peterson, Cfp · Dittrich Financial Group · Doyle & Associates · Fiduciary Management Group Inc. · Integrated Capital Partners LLC · Rj Advisors Co. · Running Wealth Management Group · Salt Financial · Stonecreek Financial · Strategic Wealth Group · Strategic Wealth Group Registered Investment Advisor, LLC · Strategic Wealth Group Registered Investment Advisors, LLC · Valor Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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.
Advisors at this firm
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