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Asset Guidance Group, LLC

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Client assets under management

$17,000,000

Clients

35

11% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

18

Very Low

Average account size

$485,714

About

Asset Guidance Group serves individuals and families (including accredited investors) and business entities through fee-based financial planning and both discretionary and non-discretionary investment management. The firm also conducts private-placement due diligence for accredited clients and offers financial planning via annual subscription tiers billed monthly.

AGG’s investment process blends fundamental and technical analysis with proprietary quantitative models and automated trading systems, and it uses volatility-mitigation and options-based hedging alongside allocations to equities, fixed income, and ETFs (including ETFs that provide indirect exposure to digital assets). The firm publishes two weekly, subscription-based research products that provide impersonal, signal-driven market commentary and that inform AGG’s internal strategy development but are not personalized advice.

Noteworthy distinctions include an affiliated law practice and limited in-house tax-preparation services offered to select clients, and an insurance-sales activity through which some representatives receive commission compensation; these outside activities are disclosed and managed as potential conflicts. AGG treats its Substack publications as advertisements under the Marketing Rule, discloses hypothetical or backtested signal performance where applicable, documents its pre-market signal-publication workflow, and has paused previously proposed pooled/digital-asset management offerings pending further development.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Retirement income strategy Social Security optimization Business exit / sale strategy Business ownership considerations Options & derivatives strategies

Occupation focus

Founder/Business Owner Attorney

Demographic focus

Approaching retirement

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Fee options

Fixed

Financial planning services offered on a flat-fee basis ranging from $100 to $3,600

Percentage

$0 - $500,000: 1.45% $500,000+: 1.00%

Commissions

Insurance products commissions earned by insurance agent, Jarod W. Nichols

Subscriptions

Financial planning subscription fees: $260/month (Essential), $315/month (Family Retirement), $560/month (Entrepreneur); subscription fees for research publications via Substack (amounts published online)

Other

Account minimum: $50,000 Minimum fee: $50 per month flat fee for client account balances below $50,000 Fee-only: Financial planning subscription fees: Essential - $260/month; Family Retirement - $315/month; Entrepreneur - $560/month; flat-fee financial planning fees ranging from $100 to $3,600

Main office location

Asset Guidance Group, LLC

1875 Old Alabama Road, Suite 645

Roswell GA 30076, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 404-348-4120

Advisors at this firm

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user avatar

Jarod N

Series 65

Roswell, GA

Asset Guidance Group, LLC

Jarod Nichols is a financial advisor at Asset Guidance Group, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Shellpoint Mortgage Servicing and Ditech Financial. Asset Guidance Group serves individual clients and accredited investors with fee-based financial planning and investment management, including traditional securities, digital assets, and foreign-exchange strategies. The firm employs both discretionary and non-discretionary portfolio management using fundamental and technical analysis, proprietary trading models, and algorithmic trading, alongside volatility-mitigation tools such as options and inverse ETFs.

Retirement income strategy Social Security optimization Business exit / sale strategy Business ownership considerations Options & derivatives strategies Founder/Business Owner Attorney Approaching retirement
user avatar

Wallace N

CFP®, Series 66

Roswell, GA

Asset Guidance Group, LLC

Wallace Nichols Jr. is a financial advisor at Asset Guidance Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including First American National Investment Advisors and CETERA Advisor Networks. In addition to his advisory role, Nichols is an attorney at law with WR Nichols & Associates, a non-investment business he has operated since 2007. Asset Guidance Group serves individual and accredited investors with fee-based financial planning and investment management, including traditional securities, digital assets, and foreign-exchange strategies. The firm employs a combination of fundamental and technical analysis, proprietary trading models, and algorithmic trading, while also offering legal and insurance services through affiliated business activities.

Retirement income strategy Social Security optimization Business exit / sale strategy Business ownership considerations Options & derivatives strategies Founder/Business Owner Attorney Approaching retirement
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