Gugle Wealth Advisory fees and pricing

Financial planner in Indian Land, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Gugle Wealth Advisory charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000/yr; “The annual fee for GWA’s Wealth Management services is $10,000.”

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

“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
“The annual advisory fee is paid quarterly in advance.”
“The Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”

Its annual fee of $10,000 is above the South Carolina median of $5,000. 59% of the 22 other South Carolina planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: John Gugle
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 26
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $51,426,290
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331310
Website: x.com/johngugle (opens in new tab)
Phone: (704) 807-3958

Can advise clients in 2 states: North Carolina, South Carolina

Is something on this page wrong or out of date?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.