Ben Wacek
Guide Financial Planning, LLC · Shoreview, Minnesota
Ben Wacek is a fee-only financial advisor at Guide Financial Planning, LLC in Shoreview, Minnesota, who holds the CFP and CKA credentials. Ben charges a one-time planning fee, an ongoing planning fee and a percentage of assets (one-time plans from $600 and 0.6%–1% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Guide Financial Planning, LLC |
|---|---|
| Based in | Shoreview, Minnesota |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | One-time plans from $600 · 0.6%–1% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $69.9M across 489 accounts |
| Credentials | CFP · CKA |
| SEC registration | Investment adviser representative in CA, FL, MN, TX, VA, WA, WI · CRD 5245247 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | guidefp.com |
| Profile |
How Ben's firm compares
- A one-time plan starts at $600, below the Minnesota median of $1,200 for fee-only firms that publish prices.
- Guide Financial Planning, LLC's average account is about $143,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Ben
Is Ben Wacek a fee-only financial advisor?
Yes. Ben Wacek is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.
How does Ben charge for financial advice?
Ben charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Ben charge?
According to Guide Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $600; 0.6%–1% a year of assets managed.
Does Ben work with clients virtually?
Yes. Guide Financial Planning, LLC says on its website that it works with clients remotely.
Where is Ben Wacek based?
Ben Wacek is based in Shoreview, Minnesota.
What does Ben specialize in?
Ben's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Ben Wacek hold?
Ben Wacek holds the CFP and CKA credentials.
Is Ben Wacek registered with the SEC?
Yes. Ben Wacek is registered as an investment adviser representative in CA, FL, MN, TX, VA, WA and WI (CRD 5245247), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Guide Financial Planning, LLC manage?
Guide Financial Planning, LLC reports $69.9M across 489 accounts in assets under management.
How do I contact Ben Wacek?
Through Ben's website, guidefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Shoreview
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Guide Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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