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    Paladin Research Report For:

    Jared Daniel

    Wealth Guardian Group

    CFP®EACRPC®
    1757 E Baseline Road
    Suite 118
    Gilbert, AZ 85233
    480-987-9951
    Visit Website
    https://wealthguardiangroup.com/

    About Jared Daniel

    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
    CRD#
    • 4630493
    Firm CRD#
    • 153483
    Insurance License#
    • 156054
    Name of Custodial Firm
    • TradePMR, Pershing, Scottrade
    Years of Experience in Financial Services
    • 23
    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

    Compliance

    Registered Investment Advisor
    • 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 & Membership

    Certifications, Accreditations & Designations
    • CFP®, EA, CRPC®
    Securities Licenses
    • Series 65
    Insurance and Annuity Licenses
    • Life, Long Term Care, Health, Disability, Annuity

    Firm Information

    Advisor's Number of Clients
    • 150
    Assets Managed by Advisor
    • $28,100,000

    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

    Education

    Business Finance -

    University of Phoenix
    -

    Business Management -

    University of Phoenix
    -

    Paralegal Certificate -

    National Paralegal College
    -

    Disclosures

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

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1886488/paladinregistry-Wealth-Guardian-Group-detailed-disclosure.html

    Paladin Advisors

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    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

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