TrueAdvisor
TrueAdvisor
JB
JB

Joseph Biondolillo

Guardian Wealth Partners, LLC
18 Years of Experience
Red Bank, NJ
7 Disclosures
View SEC Summary
View SEC Summary

Joseph Biondolillo is a registered investment advisor at Guardian Wealth Partners, LLC, based in Red Bank, NJ, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M in assets under management.

Guardian Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
402 clients
Average Client Portfolio
$476K average
Assets Under Management
$191.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.23%
$100K - $250K0.21%
$250K - $500K0.18%
$500K - $1.0M0.16%
$1.0M - $2.0M0.13%
$2.0M - $5.0M0.11%
$5M+0.08%

Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

333 Broad St, Red Bank, NJ, 07701

Get directions

History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2013
Final
Employment Separation After Allegations
May 2013
Customer Dispute
February 2013
Settled
Customer Dispute
February 2013
Settled
Customer Dispute
January 2013
Settled
Customer Dispute
October 2012
Settled
Regulatory
May 2004
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Guardian Wealth Partners, LLC
December 2025 - Present · 10 mos
Previous Registrations
Woodstock Financial Group, INC.Broker
May 2013 - January 2016 · 2 yrs 8 mos
Chelsea Financial ServicesBroker
July 2009 - June 2013 · 3 yrs 11 mos
Vfinance Investments, INCBroker
January 2007 - July 2009 · 2 yrs 6 mos
J.P. Turner & Company, L.L.C.Broker
October 2002 - January 2007 · 4 yrs 3 mos
Grayson Financial LLCBroker
August 2001 - November 2002 · 1 yr 3 mos
J.P. Turner & Company, L.L.C.Broker
July 1998 - August 2001 · 3 yrs 1 mo
State Registrations4 states
FLNJNYTX
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Red Bank, NJ →All financial advisors in New Jersey →