Advisor at TAG Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TAG Wealth Advisors
Location
Rochester, MN 55901
Credentials
Series 63, Series 65
Industry experience
41 years
William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and access to sub-advisors and third-party managers.
Based on TAG Wealth Advisors
Based on TAG Wealth Advisors
One-time financial planning fee ranging from $2,500 to $10,000 depending on complexity.
$0+: 2.00% maximum annual fee for direct asset management services $100,000 - $1,000,000: 2.00% maximum annual advisory fee for Gradient Investments programs $1,000,001 - $2,000,000: 1.65% maximum annual advisory fee for Gradient Investments programs $2,000,001 - $3,000,000: 1.20% maximum annual advisory fee for Gradient Investments programs Over $3,000,000+: 0.95% maximum annual advisory fee for Gradient Investments programs $50,000 - $1,000,000: 1.70% maximum annual advisory fee for Gradient ETF Endowment Series and others $1,000,001 - $2,000,000: 1.35% maximum annual advisory fee for Gradient ETF Endowment Series and others $2,000,001 - $3,000,000: 1.00% maximum annual advisory fee for Gradient ETF Endowment Series and others Over $3,000,000+: 0.80% maximum annual advisory fee for Gradient ETF Endowment Series and others All Household Accounts+: 0.60% maximum annual advisory fee for Gradient Household Account Reporting $0+: Up to 1.00% annual management fee for TAG when using Stonebridge subadvisor $0+: 0.65% management fee for Stonebridge Capital Advisors subadvisor; total subadvisor fees not to exceed 2.00% $0+: TAG fees for Stonebridge subadvisor services range from 0% to 1.50% depending on account type and assets
Investment Adviser Representative William McGuire receives external commission-based compensation as a registered representative of Leigh Baldwin & Co., LLC.
1027 7th Street Nw, Suite 201
Rochester, MN 55901
Alabama · Minnesota · Texas
Transition Advisory Group, LLC
2019 - Present (7 years)
Leigh Baldwin & CO., LLC
2019 - Present (7 years)
Capital Analysts
2015 - 2019 (4 years)
Lincoln Investment
2014 - 2019 (5 years)
Lincoln Investment
2010 - 2019 (9 years)
McGuire Hunting Enterprises LLC
1995 - Present (31 years)
McGUIRE FINANCIAL SERVICES
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Rochester, MN
Superior Financial, LLC
CFP®, Series 63, Series 66
Byron, MN
Vision Financial Planning LLC
CFP®, Series 63, Series 65
Rochester, MN
Adviser Financial Group, Inc
CFP®, Series 63, Series 66
Rochester, MN
Pulse Financial Planning
Series 65
Rochester, MN
Ataraxis Financial
Series 65
Rochester, MN
RGA Investment Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")