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Anthony Marrazzo

Advisor at Guardian Asset Advisors, LLC

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Guardian Asset Advisors, LLC logo

Firm

Guardian Asset Advisors, LLC

Location

Mechanicsburg, PA 17055

Credentials

Series 66

Industry experience

2 years

About

Anthony Marrazzo is a financial advisor with Guardian Asset Advisors, LLC in Mechanicsburg, PA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Securities America, Inc. and independent contracting. Guardian Asset Advisors provides fiduciary investment advisory services to individuals, trusts, estates, and businesses. The firm focuses on individualized portfolio construction and ongoing account supervision, utilizing diversified allocations and a modern portfolio approach to asset management.

Client services

Based on Guardian Asset Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Guardian Asset Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses

Occupation focus

Based on Guardian Asset Advisors, LLC

Founder/Business Owner Executive

Fee options

Fixed

Up to $15,000 for financial planning and consulting; $750 to $10,000 for Retirement Plan Consulting

Percentage

$0 - $249,999.99: 2.50% $250,000.00 - $499,999.99: 2.00% $500,000.00 - $749,999.99: 1.65% $750,000.00 - $1,249,999.99: 1.50% $1,250,000.00+: 1.25%

Commissions

Securities sales commissions and trail fees from mutual funds via affiliated broker-dealer

Project-based

Up to $350/hour for financial planning and consulting; up to $250/hour for Retirement Plan Consulting

Other

Minimum fee: Minimum fee of $250 for written financial plans Fee-only: Hourly fees up to $350/hour; flat fees up to $15,000 for financial planning and consulting services; Retirement Plan Consulting fees: hourly up to $250/hour, flat fees $750 to $10,000, or up to 1.00% of plan assets

Location

5000 Ritter Rd, Suite 202

Mechanicsburg, PA 17055

Most active in

Pennsylvania

Work history

Guardian Asset Advisors, LLC

2025 - Present (1 year)

OSAIC

2025 - Present (1 year)

Securities America, Inc.

2020 - 2024 (4 years)

Guardian Asset Advisors, LLC

2020 - 2024 (4 years)

Unemployed

2020 - 2020 (1 year)

Self/Independent Contractor

2017 - 2020 (3 years)

Giant Food Stores

2010 - 2017 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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