Ronald Kirby is a registered investment advisor at Guardian Wealth Management INC., based in Peoria, IL, with 28 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $290M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
311 SW Water Street, Suite 210, Peoria, IL, 61602
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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 Activities
Ronald is the President and 100% owner of Guardian Wealth Management, a fee-based investment advisory firm, dedicating full-time hours to it. He is also the President and 100% owner of Summit Financial Advisors Inc., an operational entity supporting Guardian Wealth Management, dedicating minimal time to it.
Employment History
Current Registrations
Guardian Wealth Management INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Allied Beacon Partners, INC.Broker
American Beacon Partners, INC.Broker
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
State Registrations1 state
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.