Strategic Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Wealth Partners LLC provides fiduciary investment advisory services principally to high‑net‑worth individuals and to pension and profit‑sharing retirement plans, offering portfolio management, financial planning, and retirement‑plan asset management. The firm delivers these services through a mix of directly managed accounts and the selection and oversight of third‑party money managers and turnkey asset management platforms.
SWP’s investment process emphasizes manager selection and ongoing due diligence, aligning client risk tolerances with internally managed strategies or model portfolios and with sub‑adviser models such as Advisor Share Wealth Management and Synergy Asset Management. For eligible clients the firm may include alternative investments (private funds, real estate partnerships, private equity) and acts as an ERISA/IRC fiduciary when advising retirement accounts.
Notably, SWP is owned by Strategic Retirement Solutions LLC, an affiliated entity that operates as an insurance company, and several firm representatives are licensed insurance agents; the brochure discloses this relationship and the potential conflicts of interest when recommending commission‑based insurance products. The firm also concentrates its individual client base on high‑net‑worth households rather than non‑HNW retail clients and operates with a small advisory team managing over $100 million in client assets while offering standalone planning and retirement‑plan services.
Client services
Expertise
Fee options
Financial planning and consulting fees negotiable, generally fixed fees ranging from $0 to $25,000 depending on scope
$0 - $500,000: Advisory Fee: 1.20% + Portfolio Management Fee: 0.55% = Total 1.75% $500,001+: Advisory Fee: 1.00% + Portfolio Management Fee: 0.55% = Total 1.55% (applied only to portion over $500,000)
Commission-based compensation earned by representatives for sale of insurance products, separate from advisory fees
Account minimum: $25,000 Minimum fee: Minimum annual household fee of 1.00% applies to portfolio management and advisory services
Main office
230 Franklin Rd, Building 2B
Franklin TN 37064, United States
Offices (2)
Most active in
Arizona · Colorado · Florida · Illinois · Kentucky · Louisiana · Nebraska · New Hampshire · North Carolina · Ohio · South Carolina · Tennessee · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Advisors at this firm
William R
Series 63, Series 65
North Charleston, SC
Strategic Wealth Partners LLC
William Riggs IV is a financial advisor with Strategic Wealth Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Foundations Investment Advisors. He also operates as an independent insurance agent, working approximately 20 hours per month. Strategic Wealth Partners LLC provides fiduciary investment advisory services primarily to high-net-worth individuals and retirement plans, focusing on portfolio management, financial planning, and retirement-plan asset management. The firm emphasizes manager selection and due diligence, aligning client risk tolerances with a combination of internally managed strategies, model portfolios, and sub-adviser models.
Adam S
Series 63, Series 66
Fort Thomas, KY
Strategic Wealth Partners LLC
Adam Schmidt is a financial advisor at Strategic Wealth Partners LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services Inc and Foundations Investment Advisors, LLC. Outside of his advisory role, he serves on the ski patrol at Perfect North Slopes, providing emergency first aid and promoting safety in snow sports. Strategic Wealth Partners LLC provides fiduciary investment advisory services primarily to high-net-worth individuals and retirement plans, offering portfolio management and financial planning through both direct management and third-party money managers. The firm focuses on manager selection and due diligence, aligning strategies with client risk tolerances and incorporating alternative investments for eligible 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”)