Firm
Guardant Wealth Advisors
Miami, Florida
Fee-only
Guardant Wealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 56 individual clients, 35 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 160 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Miami, Florida |
|---|---|
| Website | guardantwealthadvisors.com |
| Phone | (305) 845-7511 |
Guardant Wealth Advisors fees
Guardant Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $204 million |
| Individual clients | 21 |
| High-net-worth clients | 35 |
| Accounts managed | 160 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-135000) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 339708 |