Calvin Treichler
Guide Financial Planning · Shoreview, Minnesota
Calvin Treichler is a fee-only financial advisor at Guide Financial Planning in Shoreview, Minnesota, who holds the CFP credential. Guide Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Guide Financial Planning |
|---|---|
| Based in | Shoreview, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $69.9M across 489 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN, WA, WI · CRD 7353504 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | guidefp.com |
How Calvin's firm compares
- Guide Financial Planning's average account is about $143,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Calvin
Is Calvin Treichler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Calvin holds no broker registration, and Guide Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Calvin charge for financial advice?
Calvin's firm, Guide Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Calvin Treichler based?
Calvin Treichler is based in Shoreview, Minnesota.
What credentials does Calvin Treichler hold?
Calvin Treichler holds the CFP credential.
Is Calvin Treichler registered with the SEC?
Yes. Calvin Treichler is registered as an investment adviser representative in CA, MN, WA and WI (CRD 7353504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guide Financial Planning manage?
Guide Financial Planning reports $69.9M across 489 accounts in assets under management.
How do I contact Calvin Treichler?
Through Calvin's website, guidefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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