R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
SEC RegisteredStrategic, Smart, Reliable Retirement and Investment Solutions
About the firm
Strategic Wealth Advisors is a Registered Investment Advisor (RIA) registered under the United States Securities and Exchange Commission, serving as a fiduciary held to the highest legal and ethical standards. The firm provides Best in Class Wealth Management and Retirement Solutions customized for each client's specific needs, utilizing a disciplined portfolio-management strategy called 'Structured Investing.' Working closely with clients, the firm addresses comprehensive investment and retirement plans, complex estate and tax planning, and all forms of insurance or risk management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment and retirement planning, complex estate and tax planning, insurance and risk management, and portfolio management using the 'Structured Investing' process
Who they serve
Individual clients seeking wealth management, retirement planning, investment management, estate planning, tax planning, and risk management solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 169 | $17M |
| High Net Worth Individuals | 118 | $138M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $3.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 - $249,999 | 2.00% |
| Next $250,000 - $499,999 | 1.65% |
| Next $500,000 - $749,999 | 1.50% |
| Next $750,000 - $999,999 | 1.25% |
| Next $1,000,000 - $1,999,999 | 1.00% |
| Next $2,000,000 - $2,999,999 | 0.85% |
| Above $3,000,000 | — |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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