Guardian Wealth Advisors, LLC

Guardian Wealth Advisors, LLC (GWA) is a financial advisory firm founded in 2019 and based in Raleigh, NC. The firm is owned by Christian Keedy, Michael Hensley, Todd Misenheimer, and other partners. GWA specializes in offering Investment Advisory Services, Financial Planning Services, and Retirement Plan Consulting Services to individuals, high net worth individuals, retirement plans, charitable organizations, trusts, and corporations. The firm provides discretionary and non-discretionary investment advisory services, developing financial profiles and investment plans tailored to each client's goals and risk tolerance. GWA may manage client portfolios on a discretionary basis, with the authority to direct the portfolio without prior consultation, or on a non-discretionary basis, where clients are contacted before any trade execution. The firm may recommend third-party investment advisers or model portfolio providers to manage client portfolios, with fees calculated separately from GWA's Investment Advisory Service Fees. GWA also offers Financial Planning Services covering various financial aspects, including cash flow planning, retirement planning, and asset management. The firm charges fees based on a percentage of assets under management, typically ranging from 0.30% to 1.5%, with no minimum account size required. GWA discloses its brokerage practices, custody arrangements, and investment discretion policies, ensuring transparency and acting in the best interests of its clients.