Barbara Deitel
Barbara Deitel is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Johnson City, TN, with 30 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
Location
4104 N. Roan Street, Suite B, Johnson City, TN, 37601
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Regulatory 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
Barbara works as an insurance agent for various insurance companies, selling life insurance and long-term care insurance. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Triad Hybrid Solutions, LLC
Triad Advisors LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
Triad Advisors, INC.Broker
Shearson Lehman Hutton INC.Broker
J.C. Bradford & CO.Broker
Shearson/american Express INC.Broker
State Registrations3 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.