Guardian Brothers fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The negotiate hourly rate is $150.”

Flat or project fee

$250⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $250 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guardian Brothers bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Margin balances will not be included in the fees billed. 4 Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's written authorization on a monthly basis.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of GBCL's fees within five business days of signing the Investment Advisory Contract.”

How Guardian Brothers’ fees compare

• Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Colorado median of $5,250. 49% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Guardian Brothers

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

60

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$9,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330293

Website

guardianbrothers.com (opens in new tab)

Phone

(478) 841-4516

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

Compare all 28 planners in Boulder