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CFP

David Clark

Guardian Wealth Advisors, LLC
17 Years of Experience
Chelmsford, MA
Sells Insurance
View SEC Summary
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David Clark is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Chelmsford, MA, with 17 years of industry experience. David 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.

Guardian Wealth Advisors, LLC
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

Chelmsford, MA

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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 ActivitiesSells Insurance

David is a licensed insurance agent with various insurance companies since April 2022, selling their products. This activity is not investment-related.

Employment History
Current Registrations
Guardian Wealth Advisors, LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLCBroker
February 2021 - February 2022 · 1 yr
Bts Asset Management, INC.
September 2011 - January 2021 · 9 yrs 4 mos
Bts Securities CorporationBroker
September 2011 - January 2021 · 9 yrs 4 mos
Pioneer Institutional Asset Management, INC.
May 2009 - March 2011 · 1 yr 10 mos
Pioneer Funds Distributor, INC.Broker
June 2008 - March 2011 · 2 yrs 9 mos
State Registrations2 states
MANC
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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