Harshvardhan Ved
Guardant Wealth Advisors · Southampton, New York
Harshvardhan Ved is a fee-only financial advisor at Guardant Wealth Advisors in Southampton, New York. Harshvardhan charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and retirement planning.
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Specialties
Facts
| Firm | Guardant Wealth Advisors |
|---|---|
| Based in | Southampton, New York |
| Fee model | Percentage of assets |
| Assets under management | $204.4M across 160 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8224485 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.guardantwealthadvisors.com |
How Harshvardhan's firm compares
- Guardant Wealth Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Harshvardhan
Is Harshvardhan Ved a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harshvardhan holds no broker registration, and Guardant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harshvardhan charge for financial advice?
Harshvardhan charges a percentage of assets.
Where is Harshvardhan Ved based?
Harshvardhan Ved is based in Southampton, New York.
What does Harshvardhan specialize in?
Harshvardhan's specialties include estate & legacy planning, family wealth transfer, retirement planning and founders (pre-exit).
Is Harshvardhan Ved registered with the SEC?
Yes. Harshvardhan Ved is registered as an investment adviser representative in NY (CRD 8224485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guardant Wealth Advisors manage?
Guardant Wealth Advisors reports $204.4M across 160 accounts in assets under management.
How do I contact Harshvardhan Ved?
Through Harshvardhan's website, www.guardantwealthadvisors.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
- Guardant Wealth 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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