ASSET GUIDANCE GROUP, LLC

RIASEC Registered

Total AUM

$17M

Discretionary

$17M

100% of AUM

Avg account

$486K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ROSWELL, Georgia
CRD number: 291448
Website: www.assetguidancegroup.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
Client types: HNWI58.82%
Individuals41.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Guidance Group, LLC is an independent, owner-operated registered investment adviser that services individual and family clients. The firm functions as a capital allocator, combining portfolio management and financial planning with insurance brokerage activity. Its advisory services extend beyond individual portfolios to include management of pooled investment vehicles, selection of third‑party advisers, and educational offerings such as seminars and newsletters. The firm reports a mixed fee schedule (AUM percentage, hourly, subscription, fixed fees, commissions and other fees) and does not present itself as an ESG-focused manager.