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 DisclosuresGeneral 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:
17
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
Preferred meeting methods
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:
1%
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
Services
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
23 Years of Experience
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
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Compensation Arrangements
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