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Wealthguard Advisors, Inc.

Updated today

Client assets under management

$165,869,503

Clients

390

12% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

195

Very High

Average account size

$425,306

About

WealthGuard Advisors provides investment advisory services to high‑net‑worth and individual clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, and consulting. Services include both discretionary and non‑discretionary portfolio management, standalone or included financial planning, and recommendations or selection of third‑party money managers.

The firm’s approach is tailored to client objectives and is primarily long‑term focused, but it may employ a range of analytical methods (fundamental, technical, charting, cyclical) and trading strategies, including periodic frequent trading, margin use, and options transactions where suitable. WealthGuard monitors accounts on an ongoing basis, rebalances portfolios as conditions change, and provides complementary broad‑based financial planning to portfolio management clients.

WealthGuard’s explicit use of derivatives — including options, warrants, option‑writing and margin strategies — within separately managed accounts is uncommon among supported firms and is a notable aspect of its investment capabilities. The firm operates with a small advisory team managing roughly $172 million across about 390 clients and serves as the primary client relationship manager while introducing and overseeing third‑party money managers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Advisory consulting services

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees generally range between $300 and $3,000, negotiable

Percentage

$0 - $100,000: 1.30% $100,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.55%

Project-based

$200 per hour, negotiable

Other

Account minimum: $100,000 Fee-only: Fixed fees generally range from $300 to $3,000; Hourly fees charged at $200 per hour

Main office location

Wealthguard Advisors, Inc.

496 Main Street

Placerville CA 95667, United States

Number of offices

1

Most active in

Arizona · California · Nevada · Oregon · Texas · Utah · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Adam A

Series 63, Series 66

Placerville, CA

Wealthguard Advisors, Inc.

Adam Anderson is a financial advisor with WealthGuard Advisors, Inc. in Placerville, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at WealthGuard Advisors since 2010, with previous experience at Arbor Point Advisors and Securities America Advisors. Outside of advising, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, and the Marshall Foundation for Community Health, and he is involved in managing a whitewater rafting business. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm focuses on long-term investment strategies while utilizing derivatives and option-writing in client accounts, and it offers discretionary and non-discretionary portfolio management alongside financial planning and third-party money manager selection.

Founder/Business Owner
user avatar

Blake A

Series 65

Placerville, CA

Wealthguard Advisors, Inc.

Blake Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at WealthGuard Advisors, Inc. since 2017. He has prior experience working at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors for Hands 4 Hope - Youth Making a Difference, a nonprofit organization focused on youth leadership development. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm employs a primarily long-term investment approach with flexibility to utilize derivatives and option-writing strategies within managed accounts.

Founder/Business Owner
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