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Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Rochester, MN 55901
TAG Wealth Advisors
Supported
William Mcguire is a financial advisor with TAG Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Transition Advisory Group, Leigh Baldwin & Co., Capital Analysts, and Lincoln Investment. Outside of financial services, he is a partner in McGuire Hunting Enterprises LLC, a business involved in leasing hunting land and past logging activities. TAG Wealth Advisors provides investment advisory and planning services to individuals, retirement plans, and business entities. The firm combines fundamental analysis and longer-term purchase strategies with delegated management, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and access to sub-advisors and third-party managers.
Based on TAG Wealth Advisors
Based on TAG Wealth Advisors
One-time financial planning fee ranging from $2,500 to $10,000 depending on complexity.
$0+: 2.00% maximum annual fee for direct asset management services $100,000 - $1,000,000: 2.00% maximum annual advisory fee for Gradient Investments programs $1,000,001 - $2,000,000: 1.65% maximum annual advisory fee for Gradient Investments programs $2,000,001 - $3,000,000: 1.20% maximum annual advisory fee for Gradient Investments programs Over $3,000,000+: 0.95% maximum annual advisory fee for Gradient Investments programs $50,000 - $1,000,000: 1.70% maximum annual advisory fee for Gradient ETF Endowment Series and others $1,000,001 - $2,000,000: 1.35% maximum annual advisory fee for Gradient ETF Endowment Series and others $2,000,001 - $3,000,000: 1.00% maximum annual advisory fee for Gradient ETF Endowment Series and others Over $3,000,000+: 0.80% maximum annual advisory fee for Gradient ETF Endowment Series and others All Household Accounts+: 0.60% maximum annual advisory fee for Gradient Household Account Reporting $0+: Up to 1.00% annual management fee for TAG when using Stonebridge subadvisor $0+: 0.65% management fee for Stonebridge Capital Advisors subadvisor; total subadvisor fees not to exceed 2.00% $0+: TAG fees for Stonebridge subadvisor services range from 0% to 1.50% depending on account type and assets
Investment Adviser Representative William McGuire receives external commission-based compensation as a registered representative of Leigh Baldwin & Co., LLC.
Rochester, MN
1027 7th Street NW, Suite 201
Rochester MN 55901
Advisors at this office
1
Alabama · Minnesota · Texas
41 years of industry experience
Transition Advisory Group, LLC
2019 - Present • 7 years
North Oaks, MN
Leigh Baldwin & CO., LLC
2019 - Present • 7 years
Cazenovia, NY
Capital Analysts
2015 - 2019 • 4 years
Minneapolis, MN
Lincoln Investment
2014 - 2019 • 5 years
Rochester, MN
Lincoln Investment
2010 - 2019 • 9 years
Rochester, MN
McGuire Hunting Enterprises LLC
1995 - Present • 31 years
Rochester, MN
McGUIRE FINANCIAL SERVICES
1989 - Present • 37 years
Rochester, MN
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Rochester, MN
Superior Financial, LLC
Peter Melsness is a CFP® professional with 13 years of industry experience, serving as the sole advisor at Superior Financial, LLC since 2008. He holds Series 63 and Series 66 licenses and operates from Rochester, MN. Superior Financial, LLC provides wealth management, discretionary portfolio management, and financial planning services primarily to individuals and high-net-worth clients. The firm manages approximately $112 million for about 120 clients, offering a subscription planning product for higher-income clients with limited investable assets, and emphasizes strategic asset allocation, diversification, low-cost tax-aware investments, and periodic rebalancing.
CFP®, Series 66
Rochester, MN
Mako Wealth Group
CFP®, Series 63, Series 66
Byron, MN
Vision Financial Planning LLC.
Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.
CFP®, Series 63, Series 65
Rochester, MN
Adviser Financial Group, Inc
Donald Johnson is a CFP® with 12 years of industry experience, serving as the sole advisor at Adviser Financial Group, Inc. in Rochester, MN. He has been with the firm since 2000. Adviser Financial Group, Inc provides personalized financial planning and investment advice primarily to individual clients, managing approximately $151 million in assets for about 125 clients as of the end of 2023. The firm follows a fee-only model with a strategic asset allocation and a buy-and-hold investment approach aligned with clients’ long-term plans.
CFP®, Series 63, Series 66
Rochester, MN
Pulse Financial Planning
Matthew Elliott is a CFP® professional with 16 years of industry experience. He has worked at Pulse Financial Planning since 2019 and previously held roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Pulse Financial Planning is an independent advisory firm based in Rochester, MN, serving individual and higher-net-worth clients with discretionary portfolio management and subscription-style financial planning. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified asset-class funds and client-specific investment policy statements.
Series 65
Rochester, MN
Ataraxis Financial
Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.
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