Guardian Rock Wealth Investment Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“Fees for financial planning services range from $3,000 - $6,000 per engagement.”

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

How Guardian Rock Wealth Investment Management, Inc. bills

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

• “Annual fees are payable quarterly in arrears or in advance and will be deducted from the client account(s).”
• “New advisory clients are given five (5) business days from the execution of the advisory agreement to terminate services and receive a full refund.”
• “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.”

How Guardian Rock Wealth Investment Management, Inc.’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the Illinois median of $4,500. 49% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Lisle that publish a flat or project fee charge less.

About Guardian Rock Wealth Investment Management, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

80

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$46,993,808

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120529

Website

advocacyinvesting.com (opens in new tab)

Phone

(312) 372-5000

Can advise clients in 3 states: Florida, Illinois, North Carolina

Other planners in Lisle that publish fees

• Momentum Fintech LLCLisle$200⁠-⁠$1,000
• Sebold Capital Management, IncLisle$2,000, $20,000⁠-⁠$50,000/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 5 planners in Lisle