Micah Wheat is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Omaha, NE, with 8 years of industry experience. Micah 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
9850 Nicholas St., Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2019Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Org Partners
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
TD Ameritrade, INC.Broker
State Registrations2 states
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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