Adam Anderson
WealthGuard Advisors · Placerville, California
Adam Anderson is a fee-only financial advisor at WealthGuard Advisors in Placerville, California. WealthGuard Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WealthGuard Advisors |
|---|---|
| Based in | Placerville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.4M across 959 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2924886 |
| Exams passed | Series 63 (1997) · Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthguardadvisors.com |
| Profile |
How Adam's firm compares
- WealthGuard Advisors's average account is about $180,000, from its Form ADV (assets managed divided by 959 accounts).
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Questions about Adam
Is Adam Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and WealthGuard Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, WealthGuard Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Adam work with clients virtually?
Yes. WealthGuard Advisors says on its website that it works with clients remotely.
Where is Adam Anderson based?
Adam Anderson is based in Placerville, California.
Is Adam Anderson registered with the SEC?
Yes. Adam Anderson is registered as an investment adviser representative in CA and TX (CRD 2924886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does WealthGuard Advisors manage?
WealthGuard Advisors reports $172.4M across 959 accounts in assets under management.
How do I contact Adam Anderson?
Through Adam's website, www.wealthguardadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Placerville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WealthGuard Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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