James Dean
Guardant Wealth Advisors · Palmetto Bay, Florida
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.
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Specialties
Facts
| Firm | Guardant Wealth Advisors |
|---|---|
| Based in | Palmetto Bay, Florida |
| Fee model | Percentage of assets |
| Assets under management | $18K across 1 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2246675 |
| Exams passed | Series 63 (1992) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.guardantwealthadvisors.com |
How James's firm compares
- Guardant Wealth Advisors's average account is about $18,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about James
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.
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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