Guidance Point Retirement Services, LLC

Overview

Guidance Point Retirement Services, LLC is an SEC registered investment adviser based in Portland, ME, registered since 2012. It reports $85.4M in assets under management across 8 accounts, with 8 employees. It has 7 investment adviser representatives.

Reported AUM

$85.4M

Discretionary

100%

Accounts

8

Employees

8

Advisory reps

7

Registered since

2012

Jurisdictions

5

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Andrew Jay Walker Chief Executive Officer, Chief Compliance Officer CRD 3185396
• Wesley Austin Delcol Owner CRD 2979272
• Benjamin James Smith Chief Investment Officer CRD 6027765

Advisory reps 3 of 7

• Troy M Guerrette Insurance Agent · Investment Adviser Rep CRD 2405417
• Debra Ann Levine Investment Adviser Rep CRD 1551167
• Brady Boone Miller Investment Adviser Rep CRD 8038698

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

136 Commercial St Ste 301
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: guidancepointrs.com

Every state, with registration dates

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