Firm
Guardian Rock Wealth Investment Management
Lisle, Illinois
Fee-only
Guardian Rock Wealth Investment Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 80 individual clients, 40 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 224 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lisle, Illinois |
|---|---|
| Website | advocacyinvesting.com |
| [email protected] | |
| Phone | (312) 372-5000 |
Guardian Rock Wealth Investment Management fees
Guardian Rock Wealth Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 40 |
| High-net-worth clients | 40 |
| Accounts managed | 224 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-63107) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 120529 |