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
20 years
Nicholas Franco is a financial advisor with Park Avenue Investment Advisory, LLC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior work includes roles at Foresters Financial Services and Guardian Life Insurance Company. Outside of his advisory work, he is involved with BiondCoaching LLC, providing a structural process for balancing behavioral and financial client needs. Park Avenue Investment Advisory offers fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages assets on a discretionary basis using model portfolios and third-party managers and provides a range of supplemental planning and consulting services.
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, Suite 300 1
Red Bank, NJ 07701
Arizona · California · Connecticut · Delaware · Florida · Illinois · Kentucky · Massachusetts · Minnesota · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Texas
Park Avenue Investment Advisory
2025 - Present (1 year)
Guardian life Insurance Company
2025 - Present (1 year)
Park Avenue securities
2025 - Present (1 year)
Guardian life Insurance Company
2024 - Present (2 years)
Park Avenue securities
2024 - Present (2 years)
Guardian life Insurance Company
2024 - 2025 (1 year)
Park Avenue securities
2024 - 2025 (1 year)
Park Avenue securities
2020 - 2024 (4 years)
Guardian life Insurance
2020 - 2024 (4 years)
Park Avenue securities
2019 - 2020 (1 year)
Park Avenue securities
2019 - 2020 (1 year)
Guardian life Insurance
2019 - 2020 (1 year)
UnEMPLOYED
2018 - 2019 (1 year)
Foresters Financial Services
2016 - 2018 (2 years)
Forestors Advisory Services LLC
2014 - 2018 (4 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.
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