Benjamin Anderson
WealthGuard Advisors · Placerville, California
Benjamin 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 · CRD 6712747 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wealthguardadvisors.com |
How Benjamin'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 Benjamin
Is Benjamin Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin 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 Benjamin charge for financial advice?
Benjamin's firm, WealthGuard Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Benjamin work with clients virtually?
Yes. WealthGuard Advisors says on its website that it works with clients remotely.
Where is Benjamin Anderson based?
Benjamin Anderson is based in Placerville, California.
Is Benjamin Anderson registered with the SEC?
Yes. Benjamin Anderson is registered as an investment adviser representative in CA (CRD 6712747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthGuard Advisors manage?
WealthGuard Advisors reports $172.4M across 959 accounts in assets under management.
How do I contact Benjamin Anderson?
Through Benjamin'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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