Guardian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, and estate planning. Financial planning was provided to 101–250 clients last fiscal year.
Guardian Wealth Advisors reports 260 clients. They include 175 individual clients, 79 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 87.1% ($262M across 661 accounts) are managed with discretion; $38.6M across 60 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 20% |
| High-net-worth individuals | 30% | 79% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 175 | $59.6M | 19.9% | $341K |
| High-net-worth individuals | 79 | $237M | 79.0% | $3M |
| Corporations and other businesses | 6 | $3.43M | 1.1% | $571K |
| Total | 260 | $300M | 100% | $1.15M |
- Clients
- 175
- Regulatory AUM
- $59.6M
- AUM share
- 19.9%
- Avg. per client
- $341K
- Clients
- 79
- Regulatory AUM
- $237M
- AUM share
- 79.0%
- Avg. per client
- $3M
- Clients
- 6
- Regulatory AUM
- $3.43M
- AUM share
- 1.1%
- Avg. per client
- $571K
Total
- Clients
- 260
- Regulatory AUM
- $300M
- AUM share
- 100%
- Avg. per client
- $1.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Guardian Wealth Advisors charges 0.60%–0.90% a year for its Discretionary investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $4,500 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 0.90% |
| $2M–$5M | 0.75% |
| $5M and above | 0.60% |
Fee details and sources
Other fees
- Financial Planning
- Fixed fee or hourly at $325; comprehensive financial plans carry a $2,600 minimum fee, billed monthly in arrears.
Myslajek Kemp & Spencer, LTD. owns 75% or more of Guardian Wealth Advisors. The leadership team of Guardian Wealth Advisors includes President Eric Becker. It has 7 employees, 4 of them in advisory roles.
Leadership
- Eric BeckerChief Compliance Officer/President
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Krew Michael Barber
- Eric N. Becker
- John Gregory Keyes
- Taylor Philip Moran
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Guardian Wealth Advisors, LLC
Myslajek Kemp & Spencer, LTD.
Control person · since December 2021
Gregory Baldus
Shareholder · since January 2017
Ryan Kelly
Shareholder · since October 2019
Jeffrey Imhoff
President · since January 2017
Aaron Pasche
Shareholder · since January 2017
Scott Myslajek
Shareholder · since January 2022
Rebecca Swartz
Chief financial officer and shareholder · Control person · since January 2022
Daniel Kemp
Shareholder · since January 2023
Luke Evanson
Shareholder · since January 2024
Andrew Healy
Owner · since January 2025
Zachary Wallace
Owner · since January 2025
- Owns 10% to 25% of Guardian Wealth Advisors, LLC
Eric Becker
Control person · since January 2024
Guardian Wealth Advisors’ regulatory assets grew 1.8× from $168M (March 2021) to $300M (March 2026); clients rose from 196 to 260 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $300M | 260 | 7 | 5 |
| March 2025 | $267M | 239 | 6 | 4 |
| June 2024 | $249M | 232 | 8 | 5 |
| March 2023 | $198M | 204 | 6 | 1 |
| January 2022 | $198M | 205 | 5 | 1 |
| March 2021 | $168M | 196 | 4 | 1 |
Besides its headquarters, Guardian Wealth Advisors has 4 offices (4 private residences, listed without an address), with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 1000 Shelard Parkway, 6th Floor, St Louis ParkHQ
Contact and registration details
- Legal name
- Guardian Wealth Advisors, LLC
- Headquarters
- 1000 Shelard Parkway, 6th Floor, St Louis Park, MN 55426
- Website
- guardianwealthadvisors.com
- Phone
- 952-746-3211
- @1375258
- SEC file
- 801-87183
- Founded
- 2007
- Structure
- Minnesota LLC
- Fiscal year end
- December
Guardian Wealth Advisors uses Charles Schwab ($300M) as custodian for its separately managed accounts. Guardian Wealth Advisors has custody of $77.7M in client assets for 88 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $300M100%
At year end, Guardian Wealth Advisors’ separately managed accounts were mostly in funds (61%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $200M across 66 positions; the largest are State Str SPDR S&P 500 ETF T (15.0%), Vanguard Tax-managed Fds (12.9%) and iShares TR (11.3%).
What the accounts hold
- Stocks13%
- Funds61%
- Bonds20%
- Cash6%
Reported 13F holdings
- $200M
- Reported 13F value
- 66
- Positions
- 80.5%
- In the 10 largest
- +14.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit15.0%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt12.9%
- iShares TR · Russell 2000 ETF11.3%
- iShares TR · Core S&P Mcp ETF9.8%
- SPDR Series Trust · ST Str P500val6.7%
- SPDR Series Trust · ST Str P500grw6.6%
- J P Morgan Exchange Traded F · Ultra Shrt ETF5.8%
- Invesco Qqq TR · Unit Ser 15.5%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.2%
- iShares TR · S&P 500 Grwt ETF2.8%
Together, the ten largest are 80.5% of reported value.
How many clients does Guardian Wealth Advisors have?
Guardian Wealth Advisors has 260 clients and manages $300 million for them, as of March 2026. They include 175 individual clients, 79 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Guardian Wealth Advisors offer?
Guardian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Guardian Wealth Advisors charge?
Guardian Wealth Advisors charges 0.60%–0.90% a year for its Discretionary investment advisory services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $4,500 annual minimum.
Source: GUARDIAN WEALTH ADVISORS ADV PART 2A AND PART 2B, filed 22 March 2026
Which custodians does Guardian Wealth Advisors use?
Guardian Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $300M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Guardian Wealth Advisors have?
Guardian Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Guardian Wealth Advisors invest in?
At the end of its last fiscal year, Guardian Wealth Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 20% U.S. government and agency bonds, 13% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Guardian Wealth Advisors?
Guardian Wealth Advisors’ direct owners are Myslajek Kemp & Spencer, LTD. (75% or more) and Eric Becker (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Guardian Wealth Advisors get paid?
Guardian Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Guardian Wealth Advisors?
Guardian Wealth Advisors’ main office is at 1000 Shelard Parkway, 6th Floor, St Louis Park, MN 55426. Its phone number is 952-746-3211. Its website is guardianwealthadvisors.com.