Wealth Guardian Advisory, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“WGA offers financial consulting on specific topics or individual modules for an hourly fee of $200 per hour.”

Flat or project fee

$300

“AND CONSULTING WGA offers advice on security selection to all clients for a fixed fee of $300.”

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

How Wealth Guardian Advisory, PLLC bills

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

• “Fees are billed quarterly in arrears based on the average daily balance.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “The fee is payable upon signing the advisory agreement.”

How Wealth Guardian Advisory, PLLC’s fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Gilbert that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Arizona median of $3,100. None of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Wealth Guardian Advisory, PLLC

• Principal: Roy Daniel
• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

Highest asset based fee in brochure

2% a year

Clients

69

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,218,816

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153483

Website

wealthguardiangroup.com (opens in new tab)

Phone

(480) 987-9951

Other planners in Gilbert that publish fees

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• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

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