STRATEGIC RETIREMENT ADVISORS, LLC
SEC RegisteredIntegrity. Experience. Independence.
About the firm
Strategic Retirement Advisors is an independent financial management firm that provides clients with objective, conflict-free financial and investment management. The firm offers a disciplined five-step investment management process to help clients achieve financial security through personalized investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning including investment management using stocks, mutual funds, bonds, exchange traded funds, and options trading; diversification; asset allocation; risk tolerance analysis; taxation considerations; and estate planning. Also offers 457 and 401(a) retirement plans and workplace retirement rollover services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,258 | $214M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard: First $1,000,000 | 1.00% |
| Standard: $1,000,000 to $3,000,000 | 0.50% |
| Standard: $3,000,000 to $5,000,000 | 0.25% |
| Standard: Over $5,000,000 | 0.15% |
| Workplace Retirement: Under $15,000,000 | 0.75% |
| Workplace Retirement: $15,000,001 to $20,000,000 | 0.50% |
| Workplace Retirement: $20,000,001 to $40,000,000 | 0.40% |
| Workplace Retirement: Over $40,000,000 | 0.30% |
Data as of May 30, 2025 · 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. STRATEGIC RETIREMENT ADVISORS, LLC 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.
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