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Guide Financial Planning

Updated today

Total assets under management

$48,977,926

Total clients

106

16% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

35

Average account size

$462,056

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Plan Development: $1,800-$4,500; Quick Start Program: $600; Project-Based Financial Planning: up to $6,000

Percentage

$1 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $3,000,000: 0.60% annually $3,000,001+: Negotiable

Project-based

Hourly rate of $250 used to determine some fees (e.g., Comprehensive Financial Plan Development, Quick Start Program, Ongoing Financial Planning fees for Washington clients)

Other

Fee-only: Ongoing Financial Planning: $150-$800 per month retainer; Comprehensive Financial Plan: $1,800-$4,500 flat fee; Quick Start Program: $600; Project-Based Planning: up to $6,000

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Guide Financial Planning

3600 Lexington Ave N, Ste 204

Shoreview MN 55126, United States

Number of offices

2

Advisors at this firm

Ben W

CFP®

Minneapolis, MN

Guide Financial Planning

Do you ever worry that your financial decisions won’t get you where you want to go in life? I can give you the confidence to know that you’re on the right path. I became a financial planner because I wanted to make a real difference in people’s lives. Once I got into the profession, though, I realized that it is hard to make a difference when you are pressured to sell products or enticed by commissions and can only work with people who are already wealthy because of asset minimums. So, I started my own firm. I created Guide Financial Planning so that I could do financial planning my own way— serving everyone I want regardless of net worth in a fee-only, conflict-free environment, from a biblical perspective. If you want financial guidance that aligns with your Christian worldview, you’ve come to the right place. As a Certified Financial Planner™ and Certified Kingdom Advisor®, I can create a financial plan for you, a written document that will work as a map, guiding the way as you navigate this journey called life. If you want, I can also partner together long-term, being there with you every step of the way, guiding you through new situations as they arise and helping you to stay on track. And it doesn’t matter where you live, either. With the help of modern technology, I work with people throughout the US and around the world.

General retirement planning Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Amy A

CFP®, Series 65

Shoreview, MN

Guide Financial Planning

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Calvin T

CFP®

Shoreview, MN

Guide Financial Planning

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