S
Strategic Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,213,382
Clients
52
85% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$273,334
About
The firm provides financial planning and discretionary investment management to individuals, households and select institutional clients, including trusts, foundations, pensions and corporations. In addition to traditional securities, the firm recommends and monitors alternative real-estate-related investments such as First Trust Deeds, Delaware Statutory Trusts and certain REITs.
Portfolios are managed on a discretionary basis using client-specific asset allocation guidelines developed through interviews and risk assessment, with investment decisions grounded primarily in fundamental research and occasional technical analysis. The adviser also incorporates multigenerational planning conversations where appropriate and supervises transitions into recommended allocations, including positions that may be illiquid.
Noteworthy for a solo independent adviser, the firm’s principal is separately licensed to sell insurance and may receive commissions for insurance or annuity transactions, a conflict the brochure discloses and attempts to mitigate. The firm also discloses a prior state registration matter that was resolved through settlement and corrective steps; the principal is a CFP® professional with extensive industry experience and the firm manages a relatively small client roster and asset base compared with larger peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Charitable giving & philanthropy
General retirement planning
Fee options
Fixed fees for financial planning ranging from $3,000 to $25,000, negotiable based on complexity
0.50% to 1.75% per annum (fees vary by account size, complexity, and other factors; negotiable)
Commissions are earned by the firm for insurance product transactions through insurance agency services, separate from advisory fees
$425.00 per hour for financial planning
Account minimum: $500,000 Fee-only: Hourly rate at $425 per hour; Fixed fees ranging from $3,000 to $25,000 for financial planning (fees negotiable and depend on complexity)
Main office location
Strategic Wealth Partners, LLC
Cotopaxi CO, United States
Number of offices
1
Most active in
Strategic Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
Forms ADV
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