Russell Smith
Russell Smith is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleigh, NC, with 20 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
Location
4270 the Circle at North Hills Street, Suite 200, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell works as an insurance representative through Strategic Financial Management, Inc., providing insurance sales and service. He dedicates a few hours per week to long-term care (LTC) and fixed annuity sales.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
State Registrations1 state
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