We believe financial clarity is the foundation of trust. Below you'll find our complete fee structure, exactly what you'll pay, and what you'll never pay. No hidden charges. No surprise fees. Ever.
At WealthGuard, we operate as a fiduciary, meaning we are legally and ethically bound to act in your best interest. Our fee structure is designed to align our success with yours. We don't earn more when you take on more risk, and we don't hide behind complex pricing.
We always put your financial interests first, full stop.
We only succeed when your portfolio grows and stays healthy.
Every fee is itemized on your monthly statement. Nothing is buried.
Our pricing is straightforward. Select the plan that matches your portfolio size and needs. All fees are billed monthly in arrears.
| Service / Plan | Monthly Fee | Onboarding Fee | Performance Fee | Account Minimum | Auto-Renewal |
|---|---|---|---|---|---|
| Starter Self-directed + guidance |
$29/mo | $0 | None | $0 | Cancel anytime |
| Professional Advisory + tax planning |
$79/mo | $0 | None | $0 | Cancel anytime |
| Elite Dedicated wealth team |
$199/mo | $0 | None | $50,000 | Cancel anytime |
| À La Carte Advisory One-time project work |
$250/hr | First hour discounted | None | $0 | N/A |
| Portfolio Management Assets under management (AUM) |
0.45% / year | $0 | None | $25,000 | Annual review |
* All fees are in USD. AUM fees are calculated quarterly based on average daily balance. Brokerage transaction fees are waived for all WealthGuard clients.
Unlike traditional wirehouses and robo-advisors, we don't pad our margins with hidden costs. Here's what you'll never see on a WealthGuard statement:
We execute trades commission-free. You never pay per buy or sell order.
We don't take a cut of your profits. Our fixed fee model keeps incentives aligned.
Whether you trade daily or set-and-forget, you're never penalized for low activity.
Your money is always accessible. No lock-in periods or exit fees.
We never recommend 12b-1 funds or loaded products. 100% commission-free advice.
Start at any amount. We scale with you, not against you.
Transparent pricing means predictable costs. Here's how our fees compare to traditional advisory models:
Save ~$3,100/year vs traditional advisory
WealthGuard Financial, LLC is a registered investment advisor with the SEC. Advisory services are only offered after proper disclosure has been provided and a client's written agreement to be advised has been obtained. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. The information provided on this page is for educational purposes only and does not constitute financial, tax, or legal advice. Fee structures are subject to change with 30 days written notice. Please review our full Form ADV Part 2A and Part 2B for complete regulatory disclosures.
Our financial advisors are available to walk you through our fee structure, answer specific questions, and help you choose the right plan for your goals.