Guilford Nergard
Nergard Wealth Management · Phoenix, Arizona
Guilford Nergard is a fee-only financial advisor at Nergard Wealth Management in Phoenix, Arizona, who holds the CFP credential. Nergard Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nergard Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.3M across 22 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2360614 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Guilford's firm compares
- Nergard Wealth Management's average account is about $967,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Guilford
Is Guilford Nergard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guilford holds no broker registration, and Nergard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guilford charge for financial advice?
Guilford's firm, Nergard Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Guilford Nergard based?
Guilford Nergard is based in Phoenix, Arizona.
What credentials does Guilford Nergard hold?
Guilford Nergard holds the CFP credential.
Is Guilford Nergard registered with the SEC?
Yes. Guilford Nergard is registered as an investment adviser representative in AZ (CRD 2360614), 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 Nergard Wealth Management manage?
Nergard Wealth Management reports $21.3M across 22 accounts in assets under management.
How do I contact Guilford Nergard?
Contact details aren't on file yet. Search for Nergard Wealth Management.
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
- 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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