Brian Barton
Guardian Wealth Management · Salt Lake City, Utah
Brian Barton is a fee-only financial advisor at Guardian Wealth Management in Salt Lake City, Utah. Brian focuses on retirement planning. Guardian Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Guardian Wealth Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.8M across 297 accounts |
| SEC registration | Investment adviser representative in UT · CRD 2429506 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investgwm.com |
How Brian's firm compares
- Guardian Wealth Management's average account is about $589,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Brian
Is Brian Barton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Guardian Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Guardian Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Barton based?
Brian Barton is based in Salt Lake City, Utah.
What does Brian specialize in?
Brian's specialties include retirement planning. Brian works with retirees.
Is Brian Barton registered with the SEC?
Yes. Brian Barton is registered as an investment adviser representative in UT (CRD 2429506), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guardian Wealth Management manage?
Guardian Wealth Management reports $174.8M across 297 accounts in assets under management.
How do I contact Brian Barton?
Through Brian's website, www.investgwm.com.
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
- Guardian 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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