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 working out of Raleigh, North Carolina with 1 year of relevant experience. Fentress currently works for Guardian Wealth Advisors, LLC. Throughout their career, they have worked at Triad Advisors, Inc, Guardian Capital Advisors, LLC, Gordon Asset Management, LLC, Aptus Capital Advisors, LLC, Guardian Wealth Advisors, LLC and Private Client Services. Fentress has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Guardian Wealth Advisors, LLC is an advisory business based out of Raleigh, NC. It has offices in 11 locations and a total of 39 people on staff. It manages $1 billion in total assets between its 3,119 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 3,119 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually are based on which services the firm provides the client. Fee types charged by Guardian Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$1,350,674,710

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

39

NC Average: 22
Total Number of Accounts

3,119

NC Average: 1,917
Average Account Size

$433,047

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

Brandon has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Madeleine Freedland
Raleigh, NC
Milton Castellanos
Raleigh, NC
Matthew Deitel
Johnson City, TN
Brian Senske
Raleigh, NC
David Clark
Danvers, MA
Colin Taylor
Raleigh, NC
Nathan Budrow
Danvers, MA
Jeffrey Link
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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