Adam Anderson
Adam Anderson is a registered investment advisor at Wealthguard Advisors, INC., based in Placerville, CA, with 28 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 397 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
The advisory fee is negotiable, depending on individual client circumstances. Clients who engage WealthGuard Advisors for portfolio management services will receive complimentary financial planning at no additional cost. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
496 Main Street, Placerville, CA, 95667
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business Activities
Adam owns Five AM Main LLC, managing a commercial property that houses his branch office. He also serves on the board of directors for the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and Marshall Foundation for Community Health, and is a committee member for the Placerville Economic Activity Committee, and is an owner at Coloma Lotus Whitewater, LLC.
Employment History
Current Registrations
Wealthguard Advisors, INC.
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Nebs Financial Services, INC.Broker
Pension Planners Securities, INC.Broker
New England SecuritiesBroker
State Registrations2 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.