# James Dean

> James Dean is a fee-only financial advisor at Guardant Wealth Advisors in Palmetto Bay, Florida. James charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and retirement planning.

Page: https://find.wellspent.co/advisors/james-dean/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Guardant Wealth Advisors
- **Based in:** Palmetto Bay, Florida
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $18K across 1 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Retirement planning, Founders (pre-exit)
- **CRD:** 2246675 (https://adviserinfo.sec.gov/individual/summary/2246675)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 63 (1992), Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.guardantwealthadvisors.com

## Frequently asked questions

### Is James Dean a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James charges a percentage of assets.

### Where is James Dean based?

James Dean is based in Palmetto Bay, Florida.

### What does James specialize in?

James's specialties include estate & legacy planning, family wealth transfer, retirement planning and founders (pre-exit).

### Is James Dean registered with the SEC?

Yes. James Dean is registered as an investment adviser representative in FL, NY and TX (CRD 2246675), 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 Guardant Wealth Advisors manage?

Guardant Wealth Advisors reports $18K across 1 accounts in assets under management.

### How do I contact James Dean?

Through James's website, www.guardantwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2246675): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://guardantwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.