Guardian Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“AND CONSULTING Financial Planning Services are offered based on an hourly fee of $250.”

Annual fee

$500/yr

“These fees are detailed below. * The minimum Annual fee billed will be $500.”

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

How Guardian Investment Management, LLC bills

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

• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
• “For 3 Guardian Investment Management, LLC accounts closed in the middle of a billing period, Guardian will be entitled to a prorated fee for the days service was provided.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How Guardian Investment Management, LLC’s fees compare

• Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• 4 of the 12 other planners in St. Louis that publish an hourly rate charge less.
• Its annual fee of $500 is below the Missouri median of $6,000. None of the 45 other Missouri planners that publish an annual fee charge less.
• None of the 11 other planners in St. Louis that publish an annual fee charge less.

About Guardian Investment Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.55% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

100

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$14,500,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

330612

Phone

(314) 797-4347

Can advise clients in 2 states: Illinois, Missouri

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr

Compare all 44 planners in St. Louis