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firm profile

Guidance Point Advisors, LLC

RIA CRD 148768 Last verified October 2026

Overview

Guidance Point Advisors, LLC is an SEC registered investment adviser, registered since 2012. It reports $558M in assets under management across 701 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM
$558M
Discretionary
100%
Accounts
701
Average account
$796K
Employees
5
Advisory reps
2
Registered since
2012
Jurisdictions
8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Periodicals or Newsletters
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
  • Other clients
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

1 more executive officer, with direct contact details

Advisory reps 2 of 2

Registrations

Every state, with registration dates

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