Wealthguard Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,869,503
Clients
390
Advisors
3
of 6 employees
About
WealthGuard Advisors serves individuals — including high net worth clients — as well as charitable organizations and corporations, providing discretionary and non‑discretionary portfolio management, financial planning (complimentary when paired with portfolio management), and advisory consulting. The firm also recommends and oversees third‑party money managers and offers plan‑level services for employee benefit plans subject to ERISA.
The firm’s investment approach is primarily long‑term focused but explicitly permits shorter‑term trading when suitable to client objectives, and it applies a mix of analytical methods including modern portfolio theory, fundamental, technical and charting analysis. Portfolios are customized and monitored on an ongoing basis, and the firm may employ margin, options contracts and option‑writing strategies — including the use of derivatives in separately managed accounts — to implement client strategies.
Compared with peers, WealthGuard’s explicit use of derivatives and option‑writing within separately managed accounts is a notable distinction, as is the firm’s recent disclosure addressing risks of private placement partnerships, indicating engagement with less liquid or complex investments. The firm operates with a small advisory team overseeing over $170 million in client assets and integrates third‑party manager oversight with its own ongoing monitoring and client reporting.
Client services
Expertise
Fee options
Fixed fees generally between $300 and $3,000, negotiable
Under $100,000 - $100,000: 1.30% $100,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% Over $20,000,000+: 0.55%
$200 per hour, negotiable
Account minimum: $100,000 Fee-only: Fixed fees range between $300 and $3,000; hourly fees at $200 per hour
Main office
496 Main Street
Placerville CA 95667
Advisors at this office
3
Most active in
Arizona · California · Nevada · Oregon · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Quick links
Advisors at this firm
Benjamin A
Series 65
Placerville, CA
Wealthguard Advisors, Inc.
Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.
Adam A
Series 63, Series 66
Placerville, CA
Wealthguard Advisors, Inc.
Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.
Blake A
CFP®, Series 63, Series 65
Placerville, CA
Wealthguard Advisors, Inc.
Blake Anderson is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He has previously worked at Copley Alternative Investments Inc. and served in nonprofit and educational roles at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors at Hands 4 Hope, a nonprofit organization providing leadership experiences for youth. Wealthguard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach integrates long-term strategies with the use of derivatives and option-writing in separately managed accounts, alongside third-party manager oversight.
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