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Asset Guidance Group, LLC

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Client assets under management

$27,000,000

Clients

39

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

20

Very Low

Average account size

$692,308

About

The firm serves individual clients and accredited or qualified investors with fee-based financial planning and investment management, covering traditional securities, digital assets, and foreign-exchange strategies. It also advises on private placements and operates pooled investment vehicles (PAMMs), and offers financial planning through a subscription arrangement while providing insurance and annuity products through its insurance activities.

The firm delivers both discretionary and non-discretionary portfolio management and uses a mix of fundamental and technical analysis, proprietary trading models, and algorithmic trading for digital assets, together with volatility-mitigation and hedging tools such as options and inverse ETFs. Implementation and custody are handled through a range of qualified custodians—including mainstream brokerages and specialized crypto custodians—which the firm uses for execution, reporting, and periodic reviews.

Distinctive features include an affiliated law practice and ongoing insurance sales that tie legal, planning, and product distribution capabilities into the adviser’s offerings, conflicts and mitigations for which are disclosed in the brochure. The firm also emphasizes pooled crypto/forex management and performance-based compensation for qualified investors, runs public seminars through a related nonprofit, and presents hypothetical/predecessor performance material in its disclosures, practices that are less common among peers.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Retirement income strategy Social Security optimization Business exit / sale strategy Equity compensation tax strategy

Occupation focus

Founder/Business Owner

Demographic focus

Approaching retirement

Fee options

Percentage

$0 - $10,000: 2.0% annually $10,000 - $500,000: 1.45% annually $500,000+: 1.0% annually

Commissions

Insurance products and annuities sold by representatives with commissions or recurring AUM fees separate from advisory fees

Performance-based

20% performance fees on capital gains for qualified investors (clients with >$1.1M AUM or $2.2M net worth), based on high-water mark for TradFi AUM and an 8% compound annual growth rate hurdle for Digital Asset and PAMM AUM

Other

Account minimum: No minimum to open an account; however, TradFi accounts require a minimum of $50,000 (waivable at AGG's discretion); DA accounts require a minimum of $10,000 (waivable at AGG's discretion); PAMMs require a minimum investment of $100,000 per pool (waivable at AGG's discretion) Minimum fee: $50 per month for client account balances less than $50,000 (if client insists on models using individual stocks) Fee-only: Financial planning fees ranging from $100 to $3,600; monthly subscription pricing tiers: Essential at $260/month, Family Retirement at $315/month, Entrepreneur at $560/month

Main office location

Asset Guidance Group, LLC

1875 Old Alabama Road, Suite 645

Roswell GA 30076, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 404-348-4120

Advisors at this firm

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Jarod N

Series 65

Roswell, GA

Asset Guidance Group, LLC

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Shellpoint Mortgage Servicing and Ditech Financial. Asset Guidance Group serves individual clients and accredited investors with fee-based financial planning and investment management, including traditional securities, digital assets, and foreign-exchange strategies. The firm employs both discretionary and non-discretionary portfolio management using fundamental and technical analysis, proprietary trading models, and algorithmic trading, alongside volatility-mitigation tools such as options and inverse ETFs.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity compensation tax strategy Founder/Business Owner Approaching retirement
user avatar

Wallace N

Series 66

Roswell, GA

Asset Guidance Group, LLC

Wallace Nichols Jr. is a financial advisor at Asset Guidance Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including First American National Investment Advisors and CETERA Advisor Networks. In addition to his advisory role, Nichols is an attorney at law with WR Nichols & Associates, a non-investment business he has operated since 2007. Asset Guidance Group serves individual and accredited investors with fee-based financial planning and investment management, including traditional securities, digital assets, and foreign-exchange strategies. The firm employs a combination of fundamental and technical analysis, proprietary trading models, and algorithmic trading, while also offering legal and insurance services through affiliated business activities.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity compensation tax strategy Founder/Business Owner Approaching retirement
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