Guy Mower is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 32 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1117 Perimeter Center West, Suite W507, Atlanta, GA, 30338
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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
Guy is an agent for fixed annuities and non-variable life insurance through CKM Capital Group, dedicating minimal time to these activities. He also manages a vacation rental house through Silver Wolf LLC and acts as power of attorney for his parents, providing financial advice and bill payment.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Marion Bass Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.