Earl Berg
Guardian Wealth Management · Salt Lake City, Utah
Earl Berg is a fee-only financial advisor at Guardian Wealth Management in Salt Lake City, Utah, who holds the ChFC credential. Earl 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 | ChFC |
| SEC registration | Investment adviser representative in UT · CRD 2088127 |
| Exams passed | Series 63 (1990) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.investgwm.com |
How Earl'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 Earl
Is Earl Berg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Earl 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 Earl charge for financial advice?
Earl's firm, Guardian Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Earl Berg based?
Earl Berg is based in Salt Lake City, Utah.
What does Earl specialize in?
Earl's specialties include retirement planning. Earl works with retirees.
What credentials does Earl Berg hold?
Earl Berg holds the ChFC credential.
Is Earl Berg registered with the SEC?
Yes. Earl Berg is registered as an investment adviser representative in UT (CRD 2088127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Guardian Wealth Management manage?
Guardian Wealth Management reports $174.8M across 297 accounts in assets under management.
How do I contact Earl Berg?
Through Earl'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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