# Guide Financial Planning

> Guide Financial Planning is a state-registered investment advisory firm in Shoreview, MN, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 170734
- Filed as: GUIDE FINANCIAL PLANNING
- Legal name: Guide Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shoreview, MN
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170734
- AdvisorCensus page: https://advisorcensus.com/firm/guide-financial-planning-shoreview-mn-170734

## Quick answers

**How is Guide Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Guide Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Guide Financial Planning located?**
Guide Financial Planning's principal office is in Shoreview, MN, according to its Form ADV.

**Is Guide Financial Planning registered with the SEC or a state?**
Guide Financial Planning is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170734.

**How much does Guide Financial Planning manage?**
Guide Financial Planning reports $69,853,514 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Guide Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (26).

**Does Guide Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170734

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $69,853,514
- Discretionary: $69,853,514
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $34,959,272 |
| High net worth individuals | 26 | $34,894,242 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guidefp.com
- vimeo.com/user107578836
- Facebook @guidefinancialplanning
- LinkedIn @BEN-WACEK-CFP®-25A45A23
- X @BENWACEK
- YouTube @UCuLRsUGDd51O__h9WFl0fEg
- YouTube @UCv9UcxO-7UbiG-bNTk5hO_w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guide Financial Planning (CRD 170734): Form ADV filing data as of October 2026.