Colby Berg
Guardian Wealth Management · Salt Lake City, Utah
Colby Berg is a fee-only financial advisor at Guardian Wealth Management in Salt Lake City, Utah, who holds the CFP credential. Colby focuses on retirement planning. Guardian Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Guardian Wealth Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $174.8M across 297 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6449892 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.investgwm.com |
| Profile |
How Colby's firm compares
- Guardian Wealth Management's average account is about $589,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Colby
Is Colby Berg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colby holds no broker registration, and Guardian Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colby charge for financial advice?
Colby's firm, Guardian Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Colby Berg based?
Colby Berg is based in Salt Lake City, Utah.
What does Colby specialize in?
Colby's specialties include retirement planning. Colby works with retirees.
What credentials does Colby Berg hold?
Colby Berg holds the CFP credential.
Is Colby Berg registered with the SEC?
Yes. Colby Berg is registered as an investment adviser representative in UT (CRD 6449892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guardian Wealth Management manage?
Guardian Wealth Management reports $174.8M across 297 accounts in assets under management.
How do I contact Colby Berg?
Through Colby's website, www.investgwm.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
- Guardian Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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