Fee-Only® Advisor
Guardian Wealth Management, Inc. is a Fee-Only® investment
advisory firm, which means we do not sell financial securities that compensate us with commissions for investment
products that we recommend. Our fee is pre-agreed upon prior to any investment activity.
Investment Philosophy
We believe in the “efficient markets theory”, “modern portfolio theory”, and long term buy
and hold strategies in regards to securities investments. This philosophy is supported by years of historical research from some
of the world's leading financial economists. You can find more detailed information regarding these strategies and theories at
www.dfaus.com.
Credentials
» Don VanLandingham has 25 years of experience as a Certified Public Accountant
(CPA) and currently maintains his license by fulfilling required
continuing education credits as set forth by the American Institute of CPAs.
» Don VanLandingham also maintains the Personal Financial Specialist (PFS)
designation, which demonstrates experience and expertise in a wide range of personal financial matters including personal income tax planning,
risk management and insurance planning, investment planning, retirement planning and estate planning.
» Guardian Wealth Management is one of a select group of financial advisory firms permitted to invest in Dimensional
Fund Advisor Funds (DFA). The relationship between
DFA and Guardian Wealth Management is based
solely on shared views about how capital markets work and how best to provide clients with a successful investment experience. It involves no
financial relationship or incentive of any kind. DFA supports advisors like us through
educational conferences featuring some of the nation's most distinguished financial economists.
Comprehensive Financial Plan is up to $2,000
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Annual %
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Account Balances
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1.50% annually
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$100,000 - $250,000
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1.25% annually
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$250,001 - $500,000
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1.00% annually
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$500,001 - $1,000,000
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.75% annually
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$1,000,001 - $2,000,000
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Negotiated
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Over $2,000,001
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Asset Management Fees are based on the above schedule and billed quarterly in advance.
There is no fee for the initial office consultation.
There is no entrance or exit fee associated with services.
Hourly services are available at a flat fee of $200 per hour.
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