Minneapolis, MN Office

Updated today

Guide Financial Planning

Supported

Firm-wide stats for Guide Financial Planning

Total advisors

Across 2 offices

Clients per advisor

44 Typical

Avg AUM per client

$529,193 Low

HNW client ratio

20% Low

About

Guide Financial Planning serves individual and high‑net‑worth clients with a mix of comprehensive financial planning and discretionary portfolio management. The firm delivers ongoing planner access through retainer arrangements and also offers project‑based engagements and shorter “Quick Start” sessions for limited-scope needs.

Investment portfolios are developed to match client objectives and asset‑allocation targets and are managed using a blend of fundamental, technical, cyclical, and charting analysis with periodic (typically quarterly) reviews. Investment management is provided only to clients engaged in the firm’s ongoing financial planning service, custodial statements are provided by third‑party custodians, and the firm implements trades on an account‑by‑account basis rather than through aggregated block orders.

Noteworthy aspects relative to peers include the explicit business model that ties portfolio management to an ongoing planning relationship (no standalone investment management), a small three‑advisor team overseeing roughly $70 million in discretionary AUM with no stated account minimum, and staff holding faith‑oriented planning credentials (CKA) in addition to standard financial designations. The firm also discloses it generally does not provide routine written investment reports for managed accounts beyond the financial plan and does not engage in block trade aggregation, practices that differ from many advisory firms.

Based on Guide Financial Planning

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Based on Guide Financial Planning

Location

Minneapolis MN

Advisors at this office

Ben W

CFP®

Minneapolis, MN

Guide Financial Planning

Do you ever worry that your financial decisions won’t get you where you want to go in life? I can give you the confidence to know that you’re on the right path. I became a financial planner because I wanted to make a real difference in people’s lives. Once I got into the profession, though, I realized that it is hard to make a difference when you are pressured to sell products or enticed by commissions and can only work with people who are already wealthy because of asset minimums. So, I started my own firm. I created Guide Financial Planning so that I could do financial planning my own way— serving everyone I want regardless of net worth in a fee-only, conflict-free environment, from a biblical perspective. If you want financial guidance that aligns with your Christian worldview, you’ve come to the right place. As a Certified Financial Planner™ and Certified Kingdom Advisor®, I can create a financial plan for you, a written document that will work as a map, guiding the way as you navigate this journey called life. If you want, I can also partner together long-term, being there with you every step of the way, guiding you through new situations as they arise and helping you to stay on track. And it doesn’t matter where you live, either. With the help of modern technology, I work with people throughout the US and around the world.

General retirement planning Christian Faith Based Gen Y/Millennials (Born 1980-1995)

View complete list of advisors at this office

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