Guardian Wealth Strategies, LLC fees and pricing
Financial planner in Minneapols, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Guardian Wealth Strategies, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“FINANCIAL PLANNING and CONSULTING GWS charges a fixed fee for financial planning with a maximum fee charged of $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guardian Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “The client is entitled to a pro rata refund based on the days service was not provided in the final quarter.”
How Guardian Wealth Strategies, LLC’s fees compare
- Its flat or project fee of $1,500 is below the Minnesota median of $5,250. 11% of the 108 other Minnesota planners that publish a flat or project fee charge less.
About Guardian Wealth Strategies, LLC
- Firm size: 11 employees.
- Registered as an adviser: 2016 (10 years).
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
- 1,234
- Employees
- 11
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $1,137,618,563
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167485
- Phone
- (952) 746-1746
Can advise clients in 9 states: Arizona, California, Florida, Minnesota, Nebraska, New Hampshire, Texas, Washington, Wisconsin
Other planners in Minnesota that publish fees
- 360 FinancialWayzata$325/hr, $600-$20,000
- 7TH ST. FinancialChaska$200/hr
- Abbey StreetEden Prairie$250-$1,000/mo
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
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.