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Firm

Guardian Wealth Advisors

St Louis Park, Minnesota

Fee-only

Guardian Wealth Advisors at a glance

  • One of 180 fee-only firms based in Minnesota in the Wellspent graph.
  • 4 advisors are listed here.
  • Its Form ADV reports 7 employees and 254 individual clients, 79 of them high net worth.
  • Its average account is about $416,000 (assets it manages divided by its 721 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Based inSt Louis Park, Minnesota
Websiteguardian-wealth.com
Phone(952) 746-3211

Guardian Wealth Advisors fees

Guardian Wealth Advisors 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$300 million
Individual clients175
High-net-worth clients79
Accounts managed721
Employees7
Planning clients101-250
Registered withThe SEC (801-87183)
Financial planningOffered
Form ADV filedMarch 23, 2026
SEC recordCRD 143254

Advisors at this firm (4)

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