Brandon
Fentress

Guardian Wealth Advisors, LLC

CRD#5769895
Investment Advisor
in Raleigh, NC

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About this Advisor

Brandon Fentress is a financial advisor based in Raleigh, North Carolina, working with Guardian Wealth Advisors, LLC. Brandon has previously held positions at Triad Advisors, Inc, Guardian Capital Advisors, LLC, Gordon Asset Management, LLC, Aptus Capital Advisors, LLC, Guardian Wealth Advisors, LLC, and Private Client Services. Brandon has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Brandon is part of Guardian Wealth Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4270 The Circle At North Hills Street Suite 200
Raleigh, NC 27609

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,660,902,219

NC Average: $3,625,019,099
Total Number of Employees

38

NC Average: 22
Total Number of Accounts

3,670

NC Average: 1,917
Average Account Size

$452,562

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Brandon Fentress Work History

2022 - Present (2 years)

Guardian Wealth Advisors, LLC

2022 - Present (2 years)

Private Client Services

2019 - 2022 (3 years)

Aptus Capital Advisors, LLC

2015 - 2019 (4 years)

Gordon Asset Management, LLC

2010 - 2022 (12 years)

Triad Advisors, Inc

2010 - 2015 (5 years)

Guardian Capital Advisors, LLC

Disclosures

Please visit the SEC profile of Brandon Fentress to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guardian Wealth Advisors, LLC

Carter Ellis
Raleigh, NC
Nathan Budrow
Danvers, MA
Madeleine Freedland
Raleigh, NC
Roger Lingle
Raleigh, NC
Darina Nghiem
Johnson City, TN
Milton Castellanos
Raleigh, NC
Brian Senske
Raleigh, NC
Samuel Sexton
Edina, MN

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