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Founded on principles of trust, expertise, and personalized service, we provide comprehensive financial planning and investment management strategies tailored to your individual needs.
A financial advisor helps clients make informed financial decisions to grow, preserve, and manage their wealth. At Guard Advisory, we provide high level and tailor made guidance on investment planning, retirement strategies, tax planning, and estate considerations to ensure every financial move supports your unique goals. Our personalized approach focuses on helping you build a confident financial future with confidence.
By tailoring strategies around suitable investments such as dividend-paying stocks, bonds, and alternative investments, we help you make the most of your assets while aiming to minimize risk. Whether you’re planning for retirement or optimizing your investment portfolio, a trusted financial advisor can be a crucial partner in achieving financial success.
Financial advisor fees can vary depending on the services provided and the structure of the relationship.
Our advisory fee structure is transparent and straightforward, so there are no hidden costs. Other options can include hourly rates or flat fees for specific services, depending on your needs. By working with a financial advisor in an advisory capacity, the advisor is required to follow a fiduciary standard, ensuring that your best interests always come first, with clear costs and high-value services aimed at helping you achieve long-term financial growth.
At Guard Advisory, we primarily offer fee-based advisory services charging a percentage of a client’s total assets under advisement. However, if deemed appropriate and in our client’s best interest, we also provide commissioned brokerage services.
Some advisors have a firm minimum however there’s no strict minimum amount of money needed to see me as a potential fit as your financial advisor—it’s more about having financial goals you want to achieve. At Guard Advisory, we work with clients who have a range of asset levels, from those just starting to think about retirement to those with established portfolios seeking to optimize their income and estate strategy.
Whether you’re building wealth, planning for retirement, or managing complex investments, working with a financial advisor can help you get there more effectively. The right time to seek advice is when you’re ready to set goals and make the most of your financial future, regardless of where you’re starting from.
Yes, a financial advisor can invest your money, but it depends on your goals and the level of guidance you’re looking for. At Guard Advisory, we create and manage personalized investment strategies tailored to each client’s needs, focusing on what is deemed suitable for that specific investor such as, dividend-paying stocks, bonds, and alternative investments.
As fiduciary advisors, our role is to make investment decisions that align with your best interests, ensuring your portfolio is positioned to help you reach your financial goals, whether that’s growing wealth, generating income, or preserving assets for the long term. We also offer flat fee for service projects such as a stand alone financial plan, business exit planning strategies and rendering of advice.
Many of my current clients have been with me from my early days in the industry going back close to 20 years now. I believe in treating each client with empathy, clear and open communication and care and concern for their success. Due to my football background, I aim to bring a unique combination of discipline, strategy and commitment to every client relationship.
I have been told that clients hire me, Rob Legenhausen, because I bring a unique combination of discipline, strategy, and commitment, honed from my football background, to every client relationship. Just as in football, financial success requires a game plan, adaptability, and teamwork.
My career as a financial advisor has been built on these same principles—putting in the time to understand each client’s unique goals, developing customized strategies designed to maximize growth and minimize risk, and making appropriate changes based on goal or life changes and not being influenced by the news or every market shift.
I take a holistic approach to financial planning, considering everything from retirement to tax-efficient investing, to help ensure you’re positioned for long-term success. My experience allows me to help clients build and preserve wealth, and I’m dedicated to helping them reach their goals with the same drive and focus that brought me success on and off the field. When you work with me, you’re getting a partner who knows what it takes to win—and I’m here to help you win financially.
Choosing a financial advisor is about finding someone who aligns with your financial goals, values, and communication style. Start by looking for an advisor with experience in the areas that matter most to you, like retirement planning, investment management, or tax strategy.
Choosing a financial advisor is an important decision, as this person will play a key role in managing your wealth, planning for your future, and helping you navigate life’s financial challenges. Here’s a step-by-step guide to making an informed choice:
Choosing a financial advisor is about finding someone who not only has the experience but also the integrity and commitment to guide you confidently toward your financial future. At Guard Advisory, I prioritize transparency, trust, and personalized strategies, working closely with each client to help them achieve their unique financial goals. Finally, check their qualifications, and don’t hesitate to ask about their approach to financial planning and how they’re compensated. A transparent fee structure helps ensure their interests align with yours. Lastly, trust and communication are key; choose an advisor who takes the time to understand your unique goals and explains their recommendations clearly. At Guard Advisory, we’re committed to helping you achieve financial success with a focus on transparency, trust, and personalized advice tailored to your needs.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Guard Advisory. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Guard Advisory is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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