Benjamin Wacek is a CFP-designated registered investment advisor at Guide Financial Planning, based in Minneapolis, MN, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3,000,000. Investment management is only available to clients engaged in ongoing financial planning.
Fee Estimator
Contact
Benjamin Wacek
Location
Minneapolis, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Guide Financial Planning
Previous Registrations
Counsel Wealth Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Ben Wacek is a Christian fee-only Certified Financial Planner™ and Certified Kingdom Advisor® who helps his clients steward their resources in a meaningful way for an affordable price. He serves as a personal financial guide, helping clients develop a plan that will allow them to achieve their goals and then walking with them every step of the way and helping them adjust as new challenges arise.
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