RIA Intel›Advisers›Minnesota›GUIDE FINANCIAL PLANNING, LLC

GUIDE FINANCIAL PLANNING, LLC

Advisory

SHOREVIEW, MN

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in MN

#442

of 511 advisers by AUM

Average account

$143K

across 489 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients132

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

132 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

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LUTHERAN BROTHERHOOD SECURITIES CORP.

MINNEAPOLIS, MN

$69M

FOUNDATION FINANCIAL PLANNING LLP

MINNEAPOLIS, MN

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