Advisor at Guardian Asset Advisors, LLC
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
Guardian Asset Advisors, LLC
Location
Wyomissing, PA 19610
Credentials
Series 63
Industry experience
32 years
John Kirschner is a financial advisor with Guardian Asset Advisors, LLC, holding a Series 63 designation and 32 years of industry experience. His career includes roles at National Planning Corporation, Securities America, Inc., and Osaic Wealth, Inc. He is also the owner of Kirschner Financial S Corp, a pass-through company with no investment-related activities. 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 modern portfolio principles.
Based on Guardian Asset Advisors, LLC
Based on Guardian Asset Advisors, LLC
Up to $15,000 for financial planning and consulting; $750 to $10,000 for Retirement Plan Consulting
$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%
Securities sales commissions and trail fees from mutual funds via affiliated broker-dealer
Up to $350/hour for financial planning and consulting; up to $250/hour for Retirement Plan Consulting
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
975 Berkshire Blvd Ste 104
Wyomissing, PA 19610
Pennsylvania
OSAIC
2024 - Present (2 years)
Guardian Asset Advisors
2017 - Present (9 years)
Securities America, Inc.
2017 - 2024 (7 years)
National Planning Corporation
1999 - 2017 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Birdsboro, PA
Paul Fair Associates, LLC
Series 65
Wyomissing, PA
Foster Investment Management, LLC
Series 63, Series 65
Mohnton, PA
GuidePost Capital Management Group, LLC
CFP®
Sinking Spring, PA
Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
Series 65
Wyomissing, PA
Walsky Investment Management Inc
Series 65
Wyomissing, PA
Berkshire Advisors, 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")