DV
PFS
DV
PFS

Donald Vanlandingham

24 Years of Experience

Donald Vanlandingham is a PFS-designated registered investment advisor at Guardian Wealth Management, LLC, based in Chattanooga, TN, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 348 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
348 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$411.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.75%

Fees negotiable for assets exceeding $2,000,000.

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

6151 Shallowford Road, Suite 102, Chattanooga, TN, 37421

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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

Donald is an investment partner and owner of a commercial building containing office suites. This activity is not investment-related.

Employment History
Current Registrations
Guardian Wealth Management, LLC
November 2001 - Present · 24 yrs 5 mos
State Registrations2 states
TNTX
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.