VETTED

Jared Daniel

CFP^®, EA, CRPC^®

Tel: 480-987-9951 1757 E Baseline Road Suite 118 Gilbert, AZ 85233

About Wealth Guardian Group

The Philosophy behind the Wealth Guardian Group is to provide a powerfully integrated Financial Planning Experience. Our firm is different not only because we focus on reducing fees and increasing efficiency, but our plans are a comprehensive holistic approach that collaborates your Tax Firm, Investment Firm, Insurance Firm and Estate Planning Firm into a single firm that works congruently together.

See Disclosures

General Information

Firm Start Year:

2007

No. of Employees:

5-9 Employees

Insurance License#:

156054

Name of Custodial Firm:

TradePMR, Pershing, Scottrade

Communities served:

Arizona

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors

Advisory Services Provided:

Legal Advice and Services, Tax Advice and Services, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Life, Long Term Care, Health, Disability, Annuity

Services

Can meet clients in the following ways:

Our Office

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Flat Fee, Commissions, Based on Assets

Fee % Based on Assets:

Hourly Rate:

$200

Minimum Fee Charged for Managed Accounts:

$1,500

Minimum Fee Charged for Hourly Planning Accounts:

$200

Firm Information

Advisor's Number of Clients:

150

Total Assets Under Management by Advisor:

$28,100,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Business Finance:

University of Phoenix

Business Management:

University of Phoenix

Paralegal Certificate:

National Paralegal College

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886488/wiseradvisor-wealth-guardian-group-detailed-disclosure.html

23 Years of Experience

CRD# 4630493 Firm CRD# 153483Insurance License# 156054Series: 65

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM