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Gilbert, AZ 85233
480-987-9951About Wealth Guardian Group
The Philosophy behind the Wealth Guardian Group is to provide a powerfully integrated Financial Planning Experience. Our firm is different not only because we focus on reducing fees and increasing efficiency, but our plans are a comprehensive holistic approach that collaborates your Tax Firm, Investment Firm, Insurance Firm and Estate Planning Firm into a single firm that works congruently together.
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General Information
Firm Start Year
2007
No. of Employees
5-9
CRD#
4630493
Firm CRD#
153483
Insurance License#
156054
Name of Custodial Firm
TradePMR, Pershing, Scottrade
Years of Experience in Financial Services
23
Number of Years with Current Firm
17
Work with the following types of clients
Individual Investors
Advisory Services Provided
Legal Advice and Services, Tax Advice and Services, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Services
Can meet clients in the following ways
Our Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA, CRPC®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Life, Long Term Care, Health, Disability, Annuity
Firm Information
Advisor's Number of Clients
150
Total Assets Under Management by Advisor
$28,100,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Commissions, Based on Assets
Fee % Based on Assets
1%
Hourly Rate
$200
Minimum Fee Charged for Managed Accounts
$1,500
Minimum Fee Charged for Hourly Planning Accounts
$200
Education
Business Finance -
University of Phoenix
-
Business Management -
University of Phoenix
-
Paralegal Certificate -
National Paralegal College
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886488/retirementplanning-Wealth-Guardian-Group-detailed-disclosure.html