Guardian Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$3,000

“- 10 - FINANCIAL PLANNING and CONSULTING FIXED FEES Financial Planning Services are available to all clients for a negotiable fixed fee with a maximum fee of $3,000.”

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

How Guardian Capital, LLC bills

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

• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “The Nucleus Model Marketplace fees will be charged quarterly in arrears.”
• “Fees for partial billing periods will be prorated based on the number of days in the billing period that the account was under AIM’s management.”

How Guardian Capital, LLC’s fees compare

• Its hourly rate of $150 is below the Pennsylvania median of $250. 7% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 4 other planners in Wexford that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Pennsylvania median of $3,650. 43% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Guardian Capital, LLC

• Firm size: 4 employees.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

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

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

240

Employees

4

Works with

Individuals, high net worth individuals, and investment companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$128,050,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156015

Website

guardiancapitalllc.com (opens in new tab)

Phone

(724) 934-3050

Can advise clients in 2 states: Pennsylvania, Texas

Other planners in Wexford that publish fees

• Eamon Capital Management, LLCWexford$250/hr
• Green Trail Investments, LLCWexford$225/hr, $1,500⁠-⁠$5,000
• Keystone Investment Advisors, LLCWexford$100⁠-⁠$250/hr
• Muhlenkamp & Co IncWexford$250/hr

Compare all 13 planners in Wexford