Guardian Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly fees are $200 for financial advisors with a $200 minimum.”

Flat or project fee

$2,000

“Fees for a comprehensive Financial Plan are generally $2,000.”

Annual fee

$1,200/yr

“In all cases, we will not require a retainer exceeding $1,200 when services cannot be rendered within three (3) months.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guardian Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are generally not negotiable until the assets exceed $2,000,000.”
• “Our fees are paid quarterly in advance and are due on the first day of the calendar quarter.”
• “Fees are prorated for accounts opened during the quarter and are billed at the next quarterly billing date.”

How Guardian Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 2 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Tennessee median of $3,000. 30% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.
• Its annual fee of $1,200 is below the Tennessee median of $7,250. 6% of the 35 other Tennessee planners that publish an annual fee charge less.
• 1 of the 4 other planners in Chattanooga that publish an annual fee charge less.

About Guardian Wealth Management, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

348

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$411,118,208

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118668

Website

linkedin.com/company/guardian-wealth-management-inc- (opens in new tab)

Phone

(423) 510-0409

Can advise clients in 9 states: Alabama, Florida, Georgia, Missouri, New Hampshire, South Carolina, Tennessee, Texas, Virginia

Other planners in Chattanooga that publish fees

• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Am Investment Strategies, LLCChattanooga$50⁠-⁠$30,000/yr
• Apogee Wealth Partners, LLCChattanooga$200⁠-⁠$400/hr, $500⁠-⁠$10,000
• Barnett & Co IncChattanooga$175/hr
• Bigham Wealth Advisory LLCChattanooga$80/hr, $500⁠-⁠$1,500
• Campbell Asset Management, LLCChattanooga$350/hr

Compare all 23 planners in Chattanooga