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VERIFIEDEvan R. Guido
The Evan Guido Group I Wealth
6260 Lake Osprey Dr
Lakewood Ranch, FL 34240
941-500-5122
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.
See Disclosures
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
20
Number of Years with Current Firm
11
Work Experience
Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 -2018 Private Wealth Management Aksala Wealth Advisors - 2018 Founded Aksala Wealth Advisors
Work with the following types of clients
Business Succession & Estate Planning, Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Portfolio Management, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning
Services
Investment Types
Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Heding Strategies, Mutual Funds
Can meet clients in the following ways
Phone, Email, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
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
Wealth Management Specialist (WMS)
Securities Licenses
Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Long Term Care, Annuity, Health, Variable Annuity, Variable Life
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
100
Advisor's Number of Planning Clients
100
Assets Managed by Advisor
$625,000,000+
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
.85
Additional Details on Charges
We are fully transparent, please give our company a "google search".
Minimum Fee Charged for Managed Accounts
$2,500
Education
Business Administration - Finance
University of Alaska Anchorage
09/25/2020 -5/06/2003
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
evanguidogroup.com
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1814299/retirementplanning-The-Evan-Guido-Group-I-Wealth-detailed-disclosure.html