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Guardian Wealth Advisors, LLC

Updated today

Client assets under management

$296,742,955

Clients

254

31% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

64

Typical

Average account size

$1,168,279

About

Guardian Wealth Advisors provides wealth advisory, financial planning, and asset management services to a mix of individual and institutional clients, including high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. As of December 31, 2025 the firm reported managing approximately $300.2 million in client assets and serves a client base that the brochure indicates is overseen by a multi-person advisory team across multiple offices.

The firm describes a long-term, low-turnover investment approach that typically uses equities, fixed income, ETFs, mutual funds, and separately managed bond portfolios, and it may allocate portions of portfolios to unaffiliated independent managers for day‑to‑day discretionary management. Guardian Wealth Advisors documents client objectives through interview and questionnaires, provides ongoing supervision with at least annual verification of goals, treats cash as an asset class for defensive purposes, and discloses that it may employ borrowing (margin) in managed accounts while allowing clients to impose written restrictions, including proscribing margin use.

Noteworthy distinctions disclosed in the brochure include a referral relationship with an affiliated accounting firm, Myslajek Kemp & Spencer, Ltd., for tax and accounting services (a relationship the firm acknowledges creates a potential conflict of interest and for which no fee‑sharing is paid). The firm also states it may use Artificial Intelligence tools under a formal AI policy (with advisor review of AI output) and describes specific cybersecurity, privacy, and third‑party service controls in place for client data.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Minimum $2,600 for comprehensive financial plans

Percentage

$0 - $500,000: $500,000 - $2 million: 0.90% $2 million - $5 million: 0.75% $5 million+: 0.60%

Project-based

$325 per hour

Other

Account minimum: $500,000 Minimum fee: $4,500 annual minimum fee

Main office location

Guardian Wealth Advisors, LLC

1000 Shelard Parkway, 6 Th Floor

St Louis Park MN 55426, United States

Number of offices

5

Most active in

Arizona · Florida · Illinois · Louisiana · Minnesota · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

John K

Series 63, Series 65

St Louis Park, MN

Guardian Wealth Advisors, LLC

John Keyes is a financial advisor at Guardian Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Guardian Wealth Advisors since 2016. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts, managing approximately $267 million across about 239 clients. The firm employs a long-term, low-turnover investment approach using equities, ETFs, mutual funds, and separate portfolios of individual bonds, and offers wealth advisory, asset management, and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Krew B

Series 65

St Louis Park, MN

Guardian Wealth Advisors, LLC

Krew Barber is a financial advisor at Guardian Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Nepsis, Inc. and DWC The 401k Experts. Outside of his advisory roles, Barber was involved with Kappa Kappa Gamma during his time at the University of Minnesota. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients such as pension and profit-sharing plans, foundations, and trusts. The firm manages approximately $267 million and offers wealth advisory, asset management, and financial planning services with a long-term, low-turnover investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Taylor M

Series 65

St Louis Park, MN

Guardian Wealth Advisors, LLC

Taylor Moran is a financial advisor at Guardian Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked with Portfolio Advisory Council and served in the U.S. Navy. Guardian Wealth Advisors serves individuals, including high-net-worth clients, as well as institutional and nonprofit clients, managing approximately $267 million. The firm employs a long-term, low-turnover investment approach and offers wealth advisory, asset management, and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Eric B

Series 66

St Louis Park, MN

Guardian Wealth Advisors, LLC

Eric Becker is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates and the Walt Disney Company. Guardian Wealth Advisors serves individual, institutional, and nonprofit clients, managing approximately $267 million across about 239 accounts. The firm employs a long-term, low-turnover investment strategy using equities, ETFs, mutual funds, and individual bonds, and offers wealth advisory, asset management, and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
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