Firm
Guardian Brothers
Boulder, Colorado
Fee-only
Guardian Brothers at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 60 individual clients, 20 of them high net worth.
- Its average account is about $129,000 (assets it manages divided by its 70 accounts).
- Its website says it's taking new clients.
- Advice is offered in Spanish and English.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | guardianbrothers.com |
| Phone | (478) 841-4516 |
Guardian Brothers fees
Guardian Brothers doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 40 |
| High-net-worth clients | 20 |
| Accounts managed | 70 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | May 23, 2026 |
| SEC record | CRD 330293 |