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Guardian Wealth Advisors, LLC

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

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Fee options

Fixed

Financial planning fees may be charged as flat fees; retirement plan consulting fees charged on a flat fee or percentage basis; amounts negotiated individually

Percentage

0.30% to 1.5% (negotiated individually depending on account size and services)

Project-based

Financial planning and consulting services may be charged on an hourly basis, amount not specified

Other

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

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