Firm
Guide Financial Planning
Shoreview, Minnesota
Fee-only
Guide Financial Planning at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 132 individual clients, 26 of them high net worth.
- Its average account is about $143,000 (assets it manages divided by its 489 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Shoreview, Minnesota |
|---|---|
| Website | guidefp.com |
| Phone | (651) 461-2121 |
Guide Financial Planning fees
Guide Financial Planning 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 | $70 million |
| Individual clients | 106 |
| High-net-worth clients | 26 |
| Accounts managed | 489 |
| Employees | 6 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 170734 |