# Peter Kunze

> Peter Kunze is a fee-only financial advisor at Guardant Wealth Advisors in New York , New York. Peter charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and retirement planning.

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

## Facts

- **Firm:** Guardant Wealth Advisors
- **Based in:** New York , New York
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $204.4M across 160 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Retirement planning, Founders (pre-exit)
- **CRD:** 5497874 (https://adviserinfo.sec.gov/individual/summary/5497874)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.guardantwealthadvisors.com

## Frequently asked questions

### Is Peter Kunze a fee-only financial advisor?

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

Peter charges a percentage of assets.

### Where is Peter Kunze based?

Peter Kunze is based in New York , New York.

### What does Peter specialize in?

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

### Is Peter Kunze registered with the SEC?

Yes. Peter Kunze is registered as an investment adviser representative in NY (CRD 5497874), 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 Peter Kunze?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5497874): 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

---

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