Guide Financial Planning, LLC offers personalized financial planning and investment management services to individuals and high net-worth individuals. Founded in 2014 and based in Shoreview, Minnesota, the firm provides ongoing financial planning, comprehensive financial plan development, a quick start program for specific questions, and project-based planning. Investment management services are available exclusively to clients who engage the firm for ongoing financial planning. The firm takes a holistic approach, covering areas such as retirement planning, cash flow and debt management, employee benefits, college savings, and estate planning strategies. Guide Financial Planning operates as a registered investment advisor and is legally required to act in your best interest.
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.
