A
Ardent Guardian Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Ardent Guardian Wealth Advisory, LLC is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, and tax-preparation services to individuals, high-net-worth clients, and businesses, and may refer clients to third-party professionals without receiving referral compensation. The firm reports no assets under management as of December 31, 2025 and does not accept commissions or performance-based fees.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes passive investment management using diversified index mutual funds and exchange-traded funds, with a focus on long-term horizons and tax efficiency. Investment management is offered only in conjunction with ongoing comprehensive financial planning, is generally discretionary, and client accounts are reviewed quarterly.
Noteworthy distinctions include operational ties to affiliated accounting and legal practices owned by the firm’s principal; these related services are disclosed and offered but are not required, with conflicts of interest addressed in the brochure. The firm also departs from the common percentage-of-AUM model by employing fixed-dollar annual advisory fees and has a recent formation and re-registration history (founded September 2024; registered December 2024, terminated April 2025, re-registered April 2026).
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $2,000,000: $12,000 annually $2,000,000 - $5,000,000: $17,000 annually $5,000,000 - $10,000,000: $22,000 annually $10,000,000 - $15,000,000: $27,000 annually $15,000,000 - $25,000,000: $32,000 annually $25,000,000+: $37,000 annually
Minimum fee: Initial fee of $3,000 for onboarding and baseline discussions (may be reduced or waived) Fee-only: Fee-only compensation, no commissions or performance-based fees
Main office location
Ardent Guardian Wealth Advisory, LLC
6731 Whittier Ave, Ste B 208
Mclean VA 22101, United States
Number of offices
1
Most active in
Ardent Guardian Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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