Blake
Anderson
Wealthguard Advisors, Inc
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About this Advisor
Blake Anderson is a certified financial planner operating in Placerville, California with 5 years of industry experience. Anderson is on the advisory team at Wealthguard Advisors, Inc. During their career, the advisor has held roles at Wealthguard Advisors, Inc, Church Of Jesus Christ Of Latter-Day-Saints, Kinetico Of Placerville, El Dorado High School and Brigham Young Univeristy. Anderson maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in California. Wealthguard Advisors, Inc is a financial advisory business based out of Placerville, CA. It oversees $131 million in assets across its 890 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 890 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. Wealthguard Advisors, Inc provides a wide set of services, such as 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 typically are based on which services are offered. However, fees billed by Wealthguard Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthguard Advisors, Inc Brokerage Details
$130,881,108
6
890
$147,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Blake Anderson Work History
Blake has been registered as a financial advisor for 5 years.*
Wealthguard Advisors, Inc
Wealthguard Advisors, Inc
Brigham Young Univeristy
Church Of Jesus Christ Of Latter-Day-Saints
Kinetico Of Placerville
El Dorado High School
*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 Blake Anderson 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 Wealthguard Advisors, Inc
Placerville, CA
Placerville, CA
Placerville, CA
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.
