Andrew Nelson
Praetorian Guard Wealth Management · Carmel, California
Andrew Nelson is a fee-only financial advisor at Praetorian Guard Wealth Management in Carmel, California, who holds the CFP credential. Andrew charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Founders
- Retirees
- High earners
Facts
| Firm | Praetorian Guard Wealth Management |
|---|---|
| Based in | Carmel, California |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $598.7M across 1,839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7297888 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.praetorianguard.biz |
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Questions about Andrew
Is Andrew Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Praetorian Guard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets.
Does Andrew work with clients virtually?
Yes. Praetorian Guard Wealth Management says on its website that it works with clients remotely.
Where is Andrew Nelson based?
Andrew Nelson is based in Carmel, California.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning, small business owners and equity compensation. Andrew works with founders, retirees and high earners.
What credentials does Andrew Nelson hold?
Andrew Nelson holds the CFP credential.
Is Andrew Nelson registered with the SEC?
Yes. Andrew Nelson is registered as an investment adviser representative in CA (CRD 7297888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Praetorian Guard Wealth Management manage?
Praetorian Guard Wealth Management reports $598.7M across 1,839 accounts in assets under management.
How do I contact Andrew Nelson?
Through Andrew's website, www.praetorianguard.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Praetorian Guard Wealth Management 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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