Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Stratos Wealth Partners discloses a maximum, individually negotiated rate of 2.0% in its Form ADV Part 2A (April 17, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (April 17, 2026): “The maximum annual advisory fee is 2.0% for SWM and other advisor-managed non-wrap accounts. In limited cases, SWP may apply a flat fee to provide asset management services. The maximum flat fee will be no more than 2.0% of the assets under management.”
Note: CRD 153184 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. Stratos Wealth Partners, Ltd. (SWP) is a national independent advisory firm whose individual advisor representatives operate under many d/b/a names. The firm reports about $18.6 billion in regulatory assets under management. The priced figure is the stated maximum for its standard advisor-managed non-wrap accounts, where each advisor representative sets the actual fee.
The published maximum: 2.0% per year (The priced figure is the 2.0% maximum annual advisory fee for advisor-managed non-wrap accounts. Transaction charges from the executing broker-dealer or custodian, fund-level expenses, and sub-advisor fees are charged in addition, and accounts in third-party investment adviser programs can carry a separate manager fee of up to 1.0% on top. Accounts in LPL or other sponsor advisory programs follow separate program maximums. None of those add-ons are reflected in the figures below.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $20,000 | 2.00% |
| $2,000,000 | $40,000 | 2.00% |
Stratos publishes a stated maximum annual advisory fee of 2.0% of assets rather than a tiered schedule, so each balance is priced at that maximum. The brochure discloses no minimum annual dollar fee, so no floor applies. These are ceiling figures, well above what a negotiated fee may be, not typical charges.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Stratos Wealth Partners’s own published maximum rate runs up to $10,000 a year.
Comparing Stratos Wealth Partners against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (April 17, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041856
- SEC Investment Adviser Public Disclosure, Stratos Wealth Partners, Ltd. (CRD #153184): https://adviserinfo.sec.gov/firm/summary/153184
- Stratos Wealth Partners, Ltd., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/153184/PDF/153184.pdf
Methodology. This page was built September 28, 2026, drawing on Stratos Wealth Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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