Advisor at Guardian Wealth Partners, 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 Wealth Partners, LLC
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
17 years
Joseph Biondolillo is a financial advisor with Park Avenue Investment Advisory, LLC in Red Bank, NJ, holding Series 63 and Series 65 designations and 17 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and ownership of BiondFinancial. He serves on the executive board of the Emergency Children Help Organization, a nonprofit providing assistance to children facing medical or living emergencies. Park Avenue Investment Advisory offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages assets primarily on a discretionary basis using model portfolios and third-party managers, and provides supplemental services such as financial planning, business exit consulting, and ERISA plan consulting.
Based on Guardian Wealth Partners, LLC
Based on Guardian Wealth Partners, LLC
Generally $500 to $100,000 per agreement for financial planning/consulting; up to $30,000 for Business Exit Consulting.
$0 - $100,000: 0.23% (SMA/UMA Program), 0.20% (Rep as PM Program) $100,000 - $250,000: 0.21% (SMA/UMA Program), 0.18% (Rep as PM Program) $250,000 - $500,000: 0.18% (SMA/UMA Program), 0.15% (Rep as PM Program) $500,000 - $1,000,000: 0.16% (SMA/UMA Program), 0.13% (Rep as PM Program) $1,000,000 - $2,000,000: 0.13% (SMA/UMA Program), 0.10% (Rep as PM Program) $2,000,000 - $5,000,000: 0.11% (SMA/UMA Program), 0.08% (Rep as PM Program) $5,000,000+: 0.08% (SMA/UMA Program), 0.05% (Rep as PM Program)
Generally $100 to $500 per hour for standalone financial planning/consulting services.
Subscription-Based Financial Planning fees up to $100,000 annually, paid monthly or quarterly.
Fee-only: Financial planning/consulting fees negotiable; hourly fees $100-$500/hour; flat fees $500-$100,000; Subscription-Based Financial Planning up to $100,000 annually; Business Exit Consulting up to $30,000.
333 Broad St
Red Bank, NJ 07701
New Jersey
Park Avenue Investment Advisory
2025 - Present (1 year)
Guardian life Insurance Company
2017 - Present (9 years)
BiondFinancial
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:
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 66
Middletown, NJ
Joseph C. Kelly & Associates, Inc.
Series 66
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Coastal Financial Advisors, Inc.
CFP®
Neptune, NJ
Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
CFP®, Series 63
Belmar, NJ
Integrated Asset Management, Inc.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Series 63, Series 65
Keansburg, NJ
Solomon Investment Group, Inc.
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