Guzek Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Fee range from $150 to $250 per hour”

Flat or project fee

$150⁠-⁠$10,000

“Fixed fees may range from $150-$10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guzek Asset Management bills

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

• “The total fees may be higher than estimated Fees for hourly financial planning consultation services and will be billed to the client after the services have been rendered and payable upon receipt of the invoice.”
• “The fee for financial planning will vary depending upon the complexity which the client desires and will be stated to and agreed upon by the client in advance.”
• “Fixed fees for a financial plan will be billed to the client after the services have been rendered and will be payable upon receipt of the invoice.”

How Guzek Asset Management’s fees compare

• Its hourly rate of $150-$250 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Bloomington that publish an hourly rate charge less.
• Its flat or project fee of $150-$10,000 spans the Minnesota median of $5,250. 48% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Bloomington that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Guzek Asset Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

43

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139486

Website

lgmwealth.com (opens in new tab)

Phone

(952) 853-2234

Other planners in Bloomington that publish fees

• Barrington Capital Management, Inc.Bloomington$250/hr
• Boyum Wealth Architects LLCBloomington$350/hr, $1,500⁠-⁠$50,000
• Caissa Wealth StrategiesBloomington$170⁠-⁠$450/hr, $3,000
• Centurion Financial Strategies LLCBloomington$350/hr
• Clerestory Advisors, IncBloomington$3,000⁠-⁠$5,000
• Jnba Financial Advisors, LLCBloomington$125⁠-⁠$250/hr, $1,500⁠-⁠$10,000

Compare all 20 planners in Bloomington