STRATEGIC WEALTH ADVISORS GROUP, INC.

Overview

Strategic Wealth Advisors Group, Inc. is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm focuses on serving individual and family clients, positioning itself as a capital allocator that blends financial planning with advisory services. Its fee arrangements include hourly and fixed fees alongside other negotiated structures. Service offerings highlighted on the firm’s ADV include financial planning, pension consulting, selection of other advisers, and educational seminars and workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices