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Matthew Deitel

Guardian Wealth Advisors, LLC
13 Years of Experience
Johnson City, TN
Sells Insurance
View SEC Summary
View SEC Summary

Matthew Deitel is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Johnson City, TN, with 13 years of industry experience. Matthew 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
—
View Full SEC Brochure

Location

4104 N. Roan Street, Suite B, Johnson City, TN, 37601

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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

Matthew works as an insurance agent for various companies, selling life insurance and long-term care insurance since 2018. This activity requires minimal time, about 2 hours per month.

Employment History
Current Registrations
Guardian Wealth Advisors, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Triad Hybrid Solutions, LLC
May 2016 - July 2021 · 5 yrs 2 mos
Triad Advisors LLCBroker
May 2016 - July 2021 · 5 yrs 2 mos
Wells Fargo Advisors, LLC
November 2012 - June 2016 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
October 2012 - June 2016 · 3 yrs 8 mos
State Registrations3 states
LANCTN
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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