Guide Financial Planning fees and pricing
Financial planner in Shoreview, Minnesota. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Guide Financial Planning charges $250 an hour, a flat or project fee of $1,800-$4,500, and a monthly fee of $150-$800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The semi-annual fee will be due in arrears, upon receipt of an itemized invoice disclosing the work completed and time spent over the previous 6 months, tied to our hourly rate of $250, and payment is due promptly upon receipt of the invoice.”
- Flat or project fee
- $1,800-$4,500
“We create comprehensive financial plans for a flat fee of $1,800 to $4,500.”
- Monthly fee
- $150-$800/mo
“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $150-$800 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guide Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Payment for this service may be made by electronic transfer or check.”
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
How Guide Financial Planning’s fees compare
- Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Shoreview that publish an hourly rate charge less.
- Its flat or project fee of $1,800-$4,500 is below the Minnesota median of $5,250. 35% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Shoreview that publish a flat or project fee charge less.
About Guide Financial Planning
- Principal: Benjamin Wacek
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
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% a year
- Clients
- 132
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69,853,514
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170734
- Phone
- (651) 461-2121
Can advise clients in 7 states: California, Florida, Minnesota, Texas, Virginia, Washington, Wisconsin
Other planners in Shoreview that publish fees
- Aberdour InvestmentsShoreview$80-$250/hr, $250-$5,000
- Great Waters FinancialShoreview$150-$350/hr, $2,000-$4,500
- 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
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.