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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202
(941) 5005122

Tax Smart Wealth Management

About The Evan Guido Group I Wealth

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.

As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.

Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.

We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.

Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.

General Information

Firm Start Year

1983

No.of Employees

2000-4999

CRD#

4418691

Firm CRD#

39-1236032

Insurance License#

E138392

Name of Broker/Dealer

HD Vest

Name of Custodial Firm

Fidelity Custody & Clearing

States Licensed in

AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT

Years of Experience in Financial Services

17

Number of Years with Current Firm

1

Work Experience

Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 Private Wealth Management

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Unit Investment Trusts (UITs), Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an 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

Wealth Management Specialist -WMS

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Variable Annuity, Variable Life, Long Term Care, Health, Annuity

Financial Organization Memberships

Paladin Registry

Non-Financial Organization Memberships

Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association

Firm Information

Firm's Number of Planning Clients

All

Firm's Number of Managed Clients

Most

Assets Managed by Firm

46 Billion

Advisor's Number of Clients

150

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$190,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions

Fee % Based on Assets

1%

Additional Details on Charges

We can develop the plan go over all the details and implement the plan using commissions or use products that don't have upfront charges and the payments will come to me over time. People forget that part of investment advise is the design and implementation, but more importantly the ongoing discipline and communication with the advisor. Typically this can be done for the same cost people pay for a flat fee.

Disclosures

evanguidogroup.com