Advisor at Assetguard Financial Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Assetguard Financial Services Inc
Location
Smyrna, GA
Credentials
Series 63, Series 66
Industry experience
9 years
Anish Rathod is a financial advisor at Assetguard Financial Services Inc. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to his current role, he worked at Avantax Advisory Services and Avantax Investment Services. In addition to financial advising, he provides tax consultation and payroll services to business clients and assists individuals with tax returns. Assetguard Financial Services Inc. offers portfolio management and financial planning services to individual and high-net-worth clients. The firm focuses on fundamental analysis and a long-term investment horizon while serving as a fiduciary and providing accounting services alongside its investment offerings.
Fixed financial planning fees between $100 and $5,000
$1 - $1,000,000: 2.00% $1,000,001 - $2,500,000: 1.75% $2,500,001 - $5,000,000: 1.50% $5,000,001 - $7,500,000: 1.40% $7,500,001 - $10,000,000: 1.30% $10,000,001+: 1.20%
$75 to $250 per hour for financial planning services
Fee-only: Fixed fees between $100 and $5,000 for financial planning; hourly fees between $75 and $250
Smyrna, GA
Georgia · Kentucky · Tennessee
Assetguard Financial Services Inc.
2023 - Present (3 years)
Avantax Advisory Services
2019 - 2022 (3 years)
Avantax Investment Services, Inc.
2019 - 2022 (3 years)
Assetguard Financial Services Inc.
2016 - Present (10 years)
HD Vest Investment Services
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")