Guardian Wealth Management Inc. at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 11 employees and 348 individual clients, 122 of them high net worth.
- Its average account is about $339,000 (assets it manages divided by its 1,213 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Chattanooga, Tennessee |
|---|---|
| Website | guardianwealth.com |
| [email protected] | |
| Phone | (423) 510-0409 |
Questions about Guardian Wealth Management Inc.
How is Guardian Wealth Management Inc. paid?
Guardian Wealth Management Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Guardian Wealth Management Inc. have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Guardian Wealth Management Inc., and 2 hold the CFP.
What is the average account at Guardian Wealth Management Inc.?
Guardian Wealth Management Inc.'s average account is about $339,000. That's the assets on its Form ADV divided by its 1,213 accounts.
Guardian Wealth Management Inc. fees
Guardian Wealth Management Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $411 million |
| Individual clients | 226 |
| High-net-worth clients | 122 |
| Accounts managed | 1,213 |
| Employees | 11 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-61330) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 118668 |