John
Bagley
Strategic Wealth Advisors, LLC
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About this Advisor
John Bagley is a certified financial planner working out of Scottsdale, Arizona who has 21 years of relevant experience. Bagley is an advisor for Strategic Wealth Advisors, LLC. They have been employed by Strategic Wealth Advisors, Llc for their entire career. Bagley is registered to serve investors in Arizona and Texas. Strategic Wealth Advisors, LLC is an advisory firm with a branch in Scottsdale, Arizona. The firm has just four financial advisors. It handles $211 million in assets under management between its 409 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 409 customer accounts, 60% belong to high-net-worth clients who have greater than $1 million in assets. Strategic Wealth Advisors, LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Strategic Wealth Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Advisors, LLC Brokerage Details
$210,513,327
4
409
$514,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
John Bagley Work History
John has been registered as a financial advisor for 21 years.*
Strategic Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Bagley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Advisors, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
