Strategic Retirement Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Strategic Retirement Advisors reports 945 individuals. Of its assets, 66.4% ($144M across 344 accounts) are managed with discretion; $72.9M across 601 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 945 | $217M | 100.0% | $230K |
| Total | 945 | $217M | 100% | $230K |
- Clients
- 945
- Regulatory AUM
- $217M
- AUM share
- 100.0%
- Avg. per client
- $230K
Total
- Clients
- 945
- Regulatory AUM
- $217M
- AUM share
- 100%
- Avg. per client
- $230K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Strategic Retirement Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Outside Account Guidance
- Guidance on a client own workplace or custodial accounts is billed at a negotiated annual fee, generally $450, or $190 an hour for one-time services.
Brent Mick owns 50% to 75% of Strategic Retirement Advisors. The leadership team of Strategic Retirement Advisors includes Chief Compliance Officer Brent Mick. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Strategic Retirement Advisors, LLC
Brent Mick
Control person · since June 2007
- Owns 50% to 75% of Strategic Retirement Advisors, LLC
Jeffrey Miller
Control person · since June 2007
Strategic Retirement Advisors’ regulatory assets grew from $151M (June 2021) to $217M (June 2026); clients fell from 1,136 to 945 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $217M | 945 | 2 | 2 |
| May 2025May 2025 | $214M | 1,258 | 2 | 2 |
| Mar 2024March 2024 | $191M | 1,138 | 2 | 2 |
| Apr 2023April 2023 | $164M | 1,063 | 2 | 2 |
| Mar 2022March 2022 | $166M | 1,038 | 2 | 2 |
| Jun 2021June 2021 | $151M | 1,136 | 2 | 2 |
Besides its headquarters, Strategic Retirement Advisors has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 9245 Laguna Springs Drive, Suite 200, Elk GroveHQ
- 9245 Laguna Springs Drive, Elk Grove
Contact and registration details
- Legal name
- Strategic Retirement Advisors, LLC
- Headquarters
- 9245 Laguna Springs Drive, Suite 200, Elk Grove, CA 95758
- Phone
- 916-248-3619
- SEC file
- 801-114888
- Structure
- California LLC
- Fiscal year end
- December
Strategic Retirement Advisors does not have custody of client assets.
At year end, Strategic Retirement Advisors’ separately managed accounts were mostly in funds (60%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds60%
- Bonds3%
- Cash4%
How many clients does Strategic Retirement Advisors have?
Strategic Retirement Advisors has 945 clients and manages $217 million for them, as of June 2026. They include 945 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Strategic Retirement Advisors offer?
Strategic Retirement Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Strategic Retirement Advisors have?
Strategic Retirement Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Retirement Advisors invest in?
At the end of its last fiscal year, Strategic Retirement Advisors’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 4% cash and equivalents and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Retirement Advisors?
Strategic Retirement Advisors’ direct owners are Brent Mick (50% to 75%) and Jeffrey Miller (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Strategic Retirement Advisors get paid?
Strategic Retirement Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Retirement Advisors?
Strategic Retirement Advisors’ main office is at 9245 Laguna Springs Drive, Suite 200, Elk Grove, CA 95758. Its phone number is 916-248-3619. Its website is strategicretirementadvisors.net.
