Guardian Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,051,517,525
Total clients
1,548
21% high-net worth
Total advisors
32
of 43 employees
Firm size
Multi Team
Average clients per advisor
48
Average account size
$1,325,270
Client services
Fee options
Financial planning fees may be charged as flat fees; retirement plan consulting fees charged on a flat fee or percentage basis; amounts negotiated individually
0.30% to 1.5% (negotiated individually depending on account size and services)
Financial planning and consulting services may be charged on an hourly basis, amount not specified
Minimum fee: Certain accounts may be subject to a minimum annual fee, amount not specified Fee-only: Investment advisory fees based on percentage of assets, flat fees, or hourly fees; financial planning fees are flat or hourly; consulting fees negotiated individually
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Guardian Wealth Advisors, LLC
4270 The Circle At North Hills Street, Suite 200
Raleigh NC 27609, United States
Number of offices
13
Advisors at this firm
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