Peter Kunze
Guardant Wealth Advisors · New York , New York
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.
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Specialties
Facts
| Firm | Guardant Wealth Advisors |
|---|---|
| Based in | New York , New York |
| Fee model | Percentage of assets |
| Assets under management | $204.4M across 160 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5497874 |
| Exams passed | Series 66 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.guardantwealthadvisors.com |
How Peter'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 Peter
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.
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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