Guardian Wealth Management fees and pricing
Financial planner in Salt Lake City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Guardian Wealth Management charges a flat or project fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750
“GWM provides initial financial plans for a fixed fee of $750.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guardian Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because fees are negotiable, clients can be charged different rates.”
- “Fees are paid quarterly in advance, and clients may terminate their contracts with five days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
How Guardian Wealth Management’s fees compare
- Its flat or project fee of $750 is below the Utah median of $2,050. 17% of the 63 other Utah planners that publish a flat or project fee charge less.
- None of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.
About Guardian Wealth Management
- Firm size: 3 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College 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
- 0.9% a year
- Clients
- 131
- Employees
- 3
- 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
- $174,812,770
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146923
- Phone
- (385) 355-4455
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.