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John Alan Bagley

Strategic Wealth Advisors, LLC

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About John Alan Bagley

John Bagley is a certified financial planner and investment advisor representative with Strategic Wealth Advisors, LLC. John has been active in the industry since August 2001 and is registered in both Arizona and Texas. John specializes in providing financial planning, portfolio management for individuals and businesses, and general financial consulting.

Firm Information

John Bagley is currently registered with Strategic Wealth Advisors, LLC. Strategic Wealth Advisors, LLC is an investment advisor with approximately $282,092,791 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and general financial consulting. They have experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

$282.09M

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general financial consulting

General financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bagley’s Registration & Firm History

AZ

11/24/2015 - Present

Strategic Wealth Advisors, LLC (SCOTTSDALE AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Alan Bagley.
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