James Motte
Guardian Wealth Management · Johnson City, Tennessee
James Motte is a fee-only financial advisor at Guardian Wealth Management in Johnson City, Tennessee, who holds the CFP credential. Guardian Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Guardian Wealth Management |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $411.1M across 1,213 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4931527 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.guardianwealth.com |
How James's firm compares
- Guardian Wealth Management's average account is about $339,000, from its Form ADV (assets managed divided by 1,213 accounts).
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Questions about James
Is James Motte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Guardian Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Motte based?
James Motte is based in Johnson City, Tennessee.
What credentials does James Motte hold?
James Motte holds the CFP credential.
Is James Motte registered with the SEC?
Yes. James Motte is registered as an investment adviser representative in TN (CRD 4931527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guardian Wealth Management manage?
Guardian Wealth Management reports $411.1M across 1,213 accounts in assets under management.
How do I contact James Motte?
Through James's website, www.guardianwealth.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
- 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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