Guelich Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Guelich Capital Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning, discretionary and non-discretionary portfolio management, wealth management, and estate planning. The firm also offers modular consulting, ongoing plan monitoring, and, upon request, tax preparation services performed through an outside CPA firm.
The firm tailors portfolios to clients’ stated objectives and risk tolerances using a range of investment methods, including fundamental and technical analysis, long- and short-term strategies, and limited use of options and short sales where suitable. A small advisory team of two CFP professionals collaborates daily to monitor accounts (with individual accounts reviewed at least monthly) and implements strategies either under granted discretionary authority or with client approval for non-discretionary accounts.
Compared with many peers, the firm conducts fee-based educational seminars for the public (with modest per-attendee charges and occasional waivers), a service relatively uncommon among supported firms, and it is affiliated through common ownership with an insurance agency whose licensed agents may receive commission-based compensation. The firm’s combination of a small, credentialed advisory team, a full financial planning offering that includes estate and tax-related referrals, and the disclosed insurance affiliation are the principal distinguishing features noted in its brochure.
Client services
Expertise
Fee options
Financial planning fixed fees starting at $5,000; estate planning fees $5,000 to $25,000; ongoing financial plan monitoring $5,000 annually (quarterly payments)
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: 1.00% annually (flat rate on entire balance)
$350/hour for specific consulting services
Wealth Management fees range from $10,000 to $60,000 annually, paid quarterly in advance
Account minimum: $500,000 Minimum fee: Financial planning fixed fees start at $5,000; estate planning fees range from $5,000 to $25,000; ongoing financial plan monitoring average $5,000 annually Fee-only: Financial planning fixed fees from $5,000, hourly fees at $350/hour
Main office
1401 Franklin Road SW
Roanoke VA 24016
Advisors at this office
2
Most active in
North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)