A complete list of active advisors currently associated with Wealthguard LLC

Warmer can help you find a great advisor at Wealthguard LLC or one who fits your needs even better.

WealthGuard LLC is a registered investment adviser that primarily provides fee‑only financial planning to individuals, families (including high‑net‑worth clients), business owners, trustees, and charitable organizations. The firm offers comprehensive and as‑needed planning across areas such as asset allocation, retirement and income planning, estate and tax planning, college funding, asset protection, and post‑divorce or sudden wealth planning, and reports no assets under management or discretionary portfolio authority. The firm’s process centers on an extensive client questionnaire and in‑depth interviews to produce a written Action Plan and long‑term, fundamentals‑based “buy and be vigilant” investment perspective. Clients retain full discretion over implementation — the firm does not accept custody or discretionary trading authority — and services are provided on hourly and fixed‑fee arrangements rather than on percentage‑of‑assets or performance‑based fees. Compared with many firms classified as investment managers, WealthGuard’s planning‑centric model and reported $0 under management, combined with a direct client base that includes both high‑net‑worth and non‑HNW individuals, is atypical for the category. The firm’s principal also spends a substantial portion of time at an affiliated broker‑dealer and holds insurance licenses, so implementation recommendations may involve third‑party accounts and potential commission or 12b‑1 compensation, which clients should weigh as a possible conflict of interest.

To learn more about the advisors currently working at Wealthguard LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.