Robert Sutton
Guaranty Private Wealth · Ridgeland, Mississippi
Robert Sutton is a fee-only financial advisor at Guaranty Private Wealth in Ridgeland, Mississippi, who holds the CFP credential. Robert charges a percentage of assets.
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Who they serve
- Physicians
Facts
| Firm | Guaranty Private Wealth |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model | Percentage of assets |
| Assets under management | $81.4M across 72 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR, LA, MS, TN · CRD 5746879 |
| Exams passed | Series 63 (2010) · Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | guarantyprivatewealth.com |
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Questions about Robert
Is Robert Sutton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Guaranty Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Sutton based?
Robert Sutton is based in Ridgeland, Mississippi.
What credentials does Robert Sutton hold?
Robert Sutton holds the CFP credential.
Is Robert Sutton registered with the SEC?
Yes. Robert Sutton is registered as an investment adviser representative in AR, LA, MS and TN (CRD 5746879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guaranty Private Wealth manage?
Guaranty Private Wealth reports $81.4M across 72 accounts in assets under management.
How do I contact Robert Sutton?
Through Robert's website, guarantyprivatewealth.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
- Guaranty Private Wealth 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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