Evan R. Guido

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About Evan R. Guido

Who we serve, what we do for you
and how we do it.

Who

We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.

Our services help many people with a focus on the needs of retirees or (those about to retire).

What

We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.

How

We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.

Find out more at: evanguidogroup. com
List of Services
Client Experience
Sample Client Reports

See Disclosures

General Information

Firm Start Year

1983

No. of Employees

2000-4999

CRD#

4418691

Firm CRD#

39-1236032

Insurance License#

E138392

Name of Broker/Dealer

HD Vest

Name of Custodial Firm

Fidelity Custody & Clearing

States Licensed in

AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 -2018 Private Wealth Management Aksala Wealth Advisors - 2018 Founded Aksala Wealth Advisors

Work with the following types of clients

Business Succession & Estate Planning, Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Portfolio Management, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Wealth Management Specialist (WMS)

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Annuity, Health, Variable Annuity, Variable Life

Non-Financial Organization Memberships

Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association

Firm Information

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Most

Assets Managed by Firm

46 Billion

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$625,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Additional Details on Charges

We are fully transparent, please give our company a "google search".

Minimum Fee Charged for Managed Accounts

$2,500

Education

Business Administration - Finance

University of Alaska Anchorage
09/25/2020 -5/06/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

evanguidogroup.com

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892712/paladinregistry-The-Evan-Guido-Group-I-Wealth-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

The Evan Guido Group I Wealth