Mario Pizzamiglio
Mario Pizzamiglio is a CFP-designated registered investment advisor at Ardent Guardian Wealth Advisory, LLC, based in Mclean, VA, with 5 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ardent Guardian Wealth Advisory requires an initial onboarding fee of $3,000 for baseline discussions and plan setup, though this fee may be reduced or waived at the firm's discretion. For ongoing investment management combined with comprehensive financial planning, the firm charges an annual advisory fee based on the total assets they help you manage:
- Up to $2M — $12,000 per year
- $2M to $5M — $17,000 per year
- $5M to $10M — $22,000 per year
- $10M to $15M — $27,000 per year
- $15M to $25M — $32,000 per year
- Over $25M — $37,000 per year
These fees are collected quarterly in arrears. Investment management is offered exclusively in conjunction with ongoing comprehensive financial planning and is not available on a standalone basis.
Location
6731 Whittier Ave, Ste B-208, Mclean, VA, 22101
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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
Mario is a principal at 6Accounting, LLC, a tax firm, working as a certified public accountant, dedicating about a quarter of his time. He also serves as a principal at Ardent Guardian, PC, a law office, where he drafts estate plans and provides general business legal advice, also dedicating about a quarter of his time.
Employment History
Current Registrations
Ardent Guardian Wealth Advisory, LLC
Previous Registrations
Xypn Invest
Ardent Guardian Wealth Advisory, LLC
Blackhawk Wealth Advisory, LLC
Oneamerica Securities, INC.
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.
Exams
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