Guardian Wealth Strategies, LLC logo

Guardian Wealth Strategies, LLC

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Client assets under management

$1,108,448,411

Clients

1,234

30% high-net worth

Advisors

4

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

309

Very High

Average account size

$898,256

About

Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high‑net‑worth clients, as well as charitable organizations and qualified retirement plans. The firm operates two client programs—Guardian Wealth Management for comprehensive planning and Guardian Portfolios as a scaled investment option—and also offers ERISA plan services, serving as either a 3(21) or 3(38) advisor and offering standalone fixed‑fee financial planning.

The firm’s investment process combines fundamental and technical analysis using sources such as Morningstar and client documents, implements client‑specific investment policy statements, and conducts periodic reviews (typically quarterly) while exercising discretionary trading authority for managed accounts. Guardian Portfolios is positioned as an entry or streamlined pathway that can transition clients to the broader Guardian Wealth Management platform as complexity increases, and the firm documents objectives and risk tolerance for each client.

Noteworthy in the brochure is the firm’s scale relative to staff: it reports about $1.14 billion in discretionary AUM across 1,234 clients served by four advisors (roughly 300+ clients per advisor), a client load that is uncommon among similar team firms and suggests more standardized or scalable delivery of services. The brochure also discloses indirect ownership interests in affiliated insurance and tax entities that may generate referral compensation; the firm states these conflicts are managed through disclosures, procedures, and its fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance

Occupation focus

Executive Retired

Fee options

Fixed

Financial planning fixed fee up to $1,500

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $4,000,000: 0.75% annually $4,000,001+: 0.65% annually

Other

Account minimum: $500,000

Main office location

Guardian Wealth Strategies, LLC

6465 Wayzata Blvd, Ste 230

Minneapols MN 55426, United States

Number of offices

3

Most active in

Arizona · California · Florida · Minnesota · Nebraska · New Hampshire · Texas · Washington · Wisconsin

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

Gregory G

CFP®, Series 63, Series 65, Series 66

Minneapols, MN

Guardian Wealth Strategies, LLC

Gregory Gassert is a CFP® professional with 19 years of experience, currently serving at Guardian Wealth Strategies, LLC in Minneapolis, MN. He has been with Guardian Wealth Strategies since 2013 and is also involved with Guardian Tax L.L.C. and Guardian Insurance Solutions, LLC. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Executive Retired
user avatar

Benjamin O

Series 65

Minneapols, MN

Guardian Wealth Strategies, LLC

Benjamin Olson is a Series 65-licensed financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN, bringing nine years of experience at the firm and eight years in related roles. His background includes positions with University Investment Advisors and Guardian Tax L.L.C., as well as involvement in Guardian Insurance Solutions, LLC, where he acts as an insurance agent. Outside of his advisory work, he previously managed Cimarron Rock Enterprises for a decade. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with approximately $944 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Executive Retired
user avatar

Kyle T

CFP®, Series 66

Minneapols, MN

Guardian Wealth Strategies, LLC

Kyle Thomas is a CFP® with six years of industry experience, currently serving as an advisor at Guardian Wealth Strategies, LLC since 2024. Prior to joining Guardian, he worked at RBC Capital Markets, LLC for eight years and briefly at Farmers Insurance. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm manages approximately $944 million in assets and serves over 1,100 clients through a team of five advisors, offering both comprehensive wealth management and scaled portfolio options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Executive Retired
user avatar

Brent H

Series 63, Series 65

Minneapols, MN

Guardian Wealth Strategies, LLC

Brent Hoppe is a financial advisor with Guardian Wealth Strategies, LLC in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Brent is also involved in Guardian Tax L.L.C., a tax company, dedicating approximately 10% of his time to this non-investment related business. Guardian Wealth Strategies provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, charitable organizations, and qualified plans. The firm employs a two-tiered asset management approach and serves over 1,100 clients with a team of five advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Executive Retired
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