Guanill Wealth Management
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About
Guanill Wealth Management operates as a fee-based advisory and referral firm that provides fixed-fee financial planning and public education, and acts as a solicitor placing clients with a third‑party registered investment adviser. The firm conducts consultations, helps clients complete third‑party account paperwork, and provides ongoing administrative support and periodic account reviews for those third‑party managed relationships.
The firm’s advice framework relies on client‑specific documentation of goals and risk tolerance and uses a blend of fundamental, technical, and cyclical analysis when developing recommendations or financial plans. Guanill does not exercise trading discretion over client assets itself; instead, third‑party managers implement model portfolios (strategic, tactical, preservation, and similar approaches) while the firm monitors reporting and client communications.
Distinctive features include operating multiple office locations and offering regular educational seminars and workshops to the public, activities that are uncommon among peers in this category. The firm also maintains affiliated insurance businesses whose representatives spend substantial time in insurance activities, discloses solicitor fee arrangements and practice‑related incentives provided by the third‑party manager, and reports no assets under direct management, with conflicts addressed through disclosure and fiduciary procedures.
Client services
Expertise
Fee options
Fixed fee for financial planning services: $650-$1,000 depending on complexity and client needs; negotiable.
All Assets+: 1.75% maximum annual advisory fee (Strategic and Tactical Portfolios) - with 0.50% retained by Gradient Investments, LLC and 1.25% retained by Advisor All Assets+: 1.70% maximum annual advisory fee (Allocation and Defined Outcome Portfolios) - with 0.50% retained by Gradient Investments, LLC and 1.20% retained by Advisor All Assets+: 1.00% maximum annual advisory fee (Preservation Portfolios) - with 0.40% retained by Gradient Investments, LLC and 0.60% retained by Advisor
Fee-only: Fixed fee for financial planning services ranging from $650 to $1,000 based on complexity; fees are negotiable.
Main office
333 University Avenue, Suite 200
Sacramento CA 95825
Advisors at this office
2
Most active in
California
Also doing business as
Guanill Wealth Management · Guanill Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Edward G
Series 65
Sacramento, CA
Guanill Wealth Management
Edward Guanill is a Series 65-licensed financial advisor with 12 years of industry experience. He is the owner of Guanill Wealth Management and also operates Guanill Insurance Brokers, Inc., a life insurance and annuity agency. Additionally, he owns CA Coast Tax Services LLC, a seasonal tax preparation business, and EG2 Holdings LLC, which runs a wellness and fitness company. Guanill Wealth Management serves individual clients with financial planning and investment advisory services, primarily by referring clients to third-party money managers under solicitor arrangements. The firm combines fundamental, technical, and cyclical analysis to create tailored investment strategies and provides educational seminars alongside regular account reviews.
Gary L
Series 66, Series 65
Sacramento, CA
Guanill Wealth Management
Gary Libhart is a financial advisor at Guanill Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Guanill Wealth Management since 2017, following a three-year tenure at the Institute for Wealth Advisors. In addition to his advisory role, Libhart owns and operates Libhart Insurance Services, where he is an active insurance agent. Guanill Wealth Management provides fee-based financial planning and public education while acting as a solicitor for third-party registered investment advisers. The firm emphasizes client-specific goals and risk tolerance, employing a combination of fundamental, technical, and cyclical analysis, and offers educational seminars and workshops to the public.
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