VETTED

Evan R. Guido

WMS

Tel: 941-500-5122 6260 Lake Osprey Dr Lakewood Ranch, FL 34240

About Evan R. Guido

Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

How

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

Find out more at: evanguidogroup. com
List of Services
Client Experience
Sample Client Reports

About The Evan Guido Group I Wealth

Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.

As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.

Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.

We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.

Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.

See Disclosures

Our Team

Jamie Zinkhan

Maria Casey

Education

Academic Background:

University of Alaska, Anchorage

General Information

CRD#:

4418691

Firm CRD#:

39-1236032

Insurance License#:

E138392

Name of Broker/Dealer:

HD Vest

Name of Custodial Firm:

Fidelity Custody & Clearing

States Licensed in:

AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT

States Willing to do Business in:

We care for clients all over the country, with emphasis on West Coast of Florida.

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 -2018 Private Wealth Management Aksala Wealth Advisors - 2018 Founded Aksala Wealth Advisors

Work with the following types of clients:

Business Succession & Estate Planning, Individual Investors, Businesses

Advisory Services Provided:

Financial Planning, Insurance Products & Annuities, Portfolio Management, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

Wealth Management Specialist (WMS)

Securities Licenses:

Series 7, Series 63, Series 65

Insurance and Annuity Licenses:

Long Term Care, Annuity, Health, Variable Annuity, Variable Life

Non-Financial Organization Memberships:

Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association

Services

Investment Types:

Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Heding Strategies, Mutual Funds

Can meet clients in the following ways:

Phone, Email, Our Offices, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Flat Fee

Fee % Based on Assets:

.85

Additional Details on Charges:

We are fully transparent, please give our company a "google search".

Minimum Fee Charged for Managed Accounts:

$2,500

Firm Information

Firm's Number of Planning Clients:

All

Firm's Number of Managed Clients:

Most

Assets Managed by Firm:

46 Billion

Advisor's Number of Clients:

150

Advisor's Number of Managed Clients:

100

Advisor's Number of Planning Clients:

100

Total Assets Under Management by Advisor:

$625,000,000+

Preferred meeting methods

I provide a free initial consultation:

Yes

Financial Planning for Individuals