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The fee is billed in advance, is negotiable and has a $4,500 annual minimum.","source":"GUARDIAN WEALTH ADVISORS ADV PART 2A AND PART 2B, filed 22 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Guardian Wealth Advisors use?","answer":"Guardian Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $300M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Guardian Wealth Advisors have?","answer":"Guardian Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Guardian Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Guardian Wealth Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 20% U.S. government and agency bonds, 13% exchange-traded equities and 6% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Guardian Wealth Advisors?","answer":"Guardian Wealth Advisors’ direct owners are Myslajek Kemp & Spencer, LTD. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}