Guardian Wealth Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Guardian Wealth Advisory Services, LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, and also acts as an advisor to qualified retirement plans (401(k), 403(b), pension, cash balance and similar plans) in both 3(21) and 3(38) capacities. Services include ongoing asset management, pension consulting and topic‑specific or comprehensive financial planning engagements.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and the firm may use fundamental, technical, charting and cyclical analysis along with long‑ and short‑term holdings, option strategies and margin when appropriate. Financial planning is offered on a fixed‑fee basis while ongoing portfolio management is provided on a discretionary, asset‑based billing schedule; the firm typically recommends a major custodian for execution and does not vote client proxies unless requested.
The firm is affiliated with an accounting/tax practice (AK Edwards Tax & Financial Services Inc. dba JK Edwards & Company) and the principal also conducts insurance and tax advisory activities, relationships that are disclosed as potential conflicts and addressed through disclosures and fiduciary policies. Notably, the recently formed firm reports no assets, clients or active SEC‑registered advisors at the time of filing, does not act as a private fund adviser, and specifies certain excluded asset types for ERISA plan services.
Client services
Expertise
Fee options
Financial planning fees ranging from $500 to $2,500, based on complexity and client needs.
$0 - $100,000: 1.25% $100,001 - $500,000: 1.22% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Commissions received on insurance products by the owner/representative as an independent insurance agent.
Main office
120 Handley Rd., Bldg. 600, Ste 620
Tyrone GA 30290
Advisors at this office
1
Most active in
Georgia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
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