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
Scottsdale, AZ 85254
Credentials
Series 63, Series 66
Industry experience
24 years
Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.
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.
7047 E. Greenway Parkway, Suite 460
Scottsdale, AZ 85254
Arizona
Park Avenue Securities
2024 - Present (2 years)
Guardian Life Insurance Company
2024 - Present (2 years)
Park Avenue Investment Advisory
2022 - Present (4 years)
Westpac Wealth Partners LLC
2020 - Present (6 years)
Park Avenue Securities
2020 - Present (6 years)
LPL Financial
2017 - 2020 (3 years)
WCG Wealth Advisors, LLC
2017 - 2020 (3 years)
Unemployed
2017 - 2017 (1 year)
USAA Investment Management Company
2017 - 2017 (1 year)
USAA Financial Advisors, Inc
2017 - 2017 (1 year)
United Services Automobile Association
2017 - 2017 (1 year)
Msi Financial Svcs/Tower Square Securities Inc.
2004 - 2016 (12 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.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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