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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-03-2014
- Office Locations
- 3
Office Locations
About Guide Financial Planning
Guide Financial Planning is a Christian, fee-only fiduciary firm serving clients in Minneapolis–St. Paul and nationwide virtually. The team provides comprehensive planning—cash flow and debt, retirement, insurance, family/education planning, stewardship and charitable giving—paired with goal-based investment strategy and portfolio construction. Prospects can start with a free introductory call via PreciseFP.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 171 clients, or 57 clients per representative. That equates to $408.5K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Guide Financial Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMIN LEE WACEK
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5245247
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Amy Christine Artiga
Financial Planner
- CRD
- #7360807
Calvin Edan Treichler
Financial Planner
- CRD
- #7353504
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,853,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,853,514 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Guide Financial Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.