Blake Anderson
WealthGuard Advisors · Placerville, California
Blake Anderson is a fee-only financial advisor at WealthGuard Advisors in Placerville, California, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6750305 |
| Exams passed | Series 63 (2026) · Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wealthguardadvisors.com |
| Profile |
How Blake'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 Blake
Is Blake Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake 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 Blake charge for financial advice?
Blake's firm, WealthGuard Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Blake work with clients virtually?
Yes. WealthGuard Advisors says on its website that it works with clients remotely.
Where is Blake Anderson based?
Blake Anderson is based in Placerville, California.
What credentials does Blake Anderson hold?
Blake Anderson holds the CFP credential.
Is Blake Anderson registered with the SEC?
Yes. Blake Anderson is registered as an investment adviser representative in CA (CRD 6750305), 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 Blake Anderson?
Through Blake'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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