Guardian Wealth Management Inc. fees and pricing
Financial planner in Peoria, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 19, 2026, Guardian Wealth Management Inc. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Hourly fees range from $150 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guardian Wealth Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Disclose whether the fees are negotiable.”
- “Fees are prorated based on the number of days management is provided during the initial billing period.”
- “Fees charged by Guardian are negotiable and are settled on at the time of execution of the Investment Advisory Service Agreement.”
How Guardian Wealth Management Inc.’s fees compare
- Its hourly rate of $150-$250 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
About Guardian Wealth Management Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 145
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $289,077,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154159
- Phone
- (309) 692-1460
Other planners in Peoria that publish fees
- Johnston Investment Counsel, LTD.Peoria$2,500
- RP Zeigler Investment ServicesPeoria$350/hr, $7,500/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
Is something on this page wrong or out of date?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.