CK
CFP
CK
CFP

Christian Keedy

14 Years of Experience
Durham, NC

Christian Keedy is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Durham, NC, with 14 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,262 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3211 Shannon Rd, Suite 410, Durham, NC, 27707

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christian is the President of CDK Capital Corp., which owns shares in Guardian Wealth Partners, but no other business is conducted through it. He also owns real estate through 3616 Shannon Road, LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
Guardian Wealth Advisors, LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Aptus Capital Advisors, LLC
January 2019 - May 2022 · 3 yrs 4 mos
Gordon Asset Management, LLC
January 2012 - January 2019 · 7 yrs
State Registrations1 state
NC
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.
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