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WealthGuides LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,429,509
Total clients
12
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$369,126
About
WealthGuides LLC provides investment management and financial planning to individuals — including high-net-worth clients — as well as retirement plans, charitable organizations, and businesses. The firm offers ongoing portfolio supervision, written financial plans, and project-based planning tailored to client goals and circumstances.
The firm constructs client portfolios using a mix of Modern Portfolio Theory, passive and active strategies, and fundamental, technical, and cyclical analysis, with asset allocation and tax considerations driving portfolio design. For managed accounts WealthGuides acts with discretionary trading authority and delivers services through either ongoing or limited-scope (project) planning engagements.
Compared with many solo independent advisers, WealthGuides is notable for sponsoring a wrap fee program and for offering paid educational seminars and speaking engagements. The firm also integrates third‑party tax return preparation and estate-document services into its offering and provides a bundled wealth-management option that can include third‑party tax services for larger accounts.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$0 - $15,000,000: 0.60% $15,000,000+: Custom
$499 per hour for Project-Based Financial Planning
Ongoing Financial Planning: $499 per month fixed fee; annual fees $1,500 to $15,000 (paid monthly, quarterly or semi-annually)
Account minimum: $10,000 Fee-only: Investment Management and Financial Planning fees only, no commissions received.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
WealthGuides LLC
5915 N. College Ave Ste 208
Indianapolis IN 46220, United States
Number of offices
1
Forms ADV
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