# Guardian Asset Advisors, LLC

> Guardian Asset Advisors, LLC is an SEC-registered investment advisory firm in Mechanicsburg, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 144958
- Filed as: GUARDIAN ASSET ADVISORS, LLC
- Also doing business as: GUARDIAN ASSET ADVISORS LLC, MARRAZZO & ASSOCIATES FINANCIAL GROUP, SENTINEL INTEGRATED PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mechanicsburg, PA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144958
- AdvisorCensus page: https://advisorcensus.com/firm/guardian-asset-advisors-llc-mechanicsburg-pa-144958

## Quick answers

**How is Guardian Asset Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Guardian Asset Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Guardian Asset Advisors, LLC located?**
Guardian Asset Advisors, LLC's principal office is in Mechanicsburg, PA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Guardian Asset Advisors, LLC registered with the SEC or a state?**
Guardian Asset Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144958.

**How much does Guardian Asset Advisors, LLC manage?**
Guardian Asset Advisors, LLC reports $278,314,238 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (98% discretionary).

**How have Guardian Asset Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Guardian Asset Advisors, LLC: Regulatory assets under management: $110,050,831 in the October 2021 data and $278,314,238 in the October 2026 data, up 153%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Guardian Asset Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,099); high net worth individuals (97); charitable organizations (4).

**Which custodians does Guardian Asset Advisors, LLC use?**
Guardian Asset Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Guardian Asset Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144958

**What changed in Guardian Asset Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $245,593,025 to $278,314,238 (+13%). Changed its office addresses in Hershey, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $278,314,238
- Discretionary: $271,408,110
- Non-discretionary: $6,906,128

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,099 | $166,563,422 |
| High net worth individuals | 97 | $106,310,134 |
| Charitable organizations | 4 | $4,236,940 |
| Corporations or other businesses not listed above | 1 | $1,203,742 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, NC, PA, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Harrisburg, PA
- Hershey, PA
- Wyomissing, PA

### Websites listed on Form ADV (Item 1.I)
- [sentinelintegratedplanning.com](https://sentinelintegratedplanning.com)
- Facebook @MarrazzoFinancialGroup
- LinkedIn @jaygiordano

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,050,831 | 7 | July 1, 2021 |
| October 2022 | $192,837,521 | 7 | June 2, 2022 |
| October 2023 | $163,862,011 | 7 | September 21, 2023 |
| October 2024 | $200,530,569 | 7 | July 16, 2024 |
| October 2025 | $245,593,025 | 8 | June 4, 2025 |
| October 2026 | $278,314,238 | 8 | August 3, 2026 |

Regulatory assets under management: $110,050,831 in the October 2021 data and $278,314,238 in the October 2026 data, up 153%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $245,593,025 to $278,314,238 (+13%).
- Changed its office addresses in Hershey, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardian Asset Advisors, LLC (CRD 144958): Form ADV filing data as of October 2026.
