Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PAS offers both transaction-based (brokerage) and fee-based (advisory) accounts. Fees for financial planning and consulting are negotiated based on the IAR's experience, client needs, time, and plan complexity. Subscription-based financial planning is also available for an annual fee paid monthly or quarterly.
Areas of Practice
Advisor Information
Office location
2875 Michelle Drive, Suite 110, Irvine, CA, 92606
Get directionsRegulatory 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 ActivitiesSells Insurance
Aaron is an associate with LegalShield, offering legal services to clients and earning commissions, which takes a few hours per week. Aaron also sells insurance products outside of Guardian, dedicating a few hours per week to this activity.