Asset Guidance Group, LLC

Overview

Asset Guidance Group, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm combines advisory work with insurance brokerage activity and charges clients through a mix of percentage-of-AUM, hourly, subscription, fixed and other fee arrangements. It does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. It does not provide pension consulting nor act as a related adviser. Advisory services extend beyond typical financial planning to include portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of other advisers, and educational outreach such as publications, seminars and workshops. The firm also lists market timing services among its activities.

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