Guide Advisors, Inc.
Firm details
- Headquarters
- Bothell, Washington
- CRD number
- 281828
- Registered since
- January 6, 2026
- Website
- www.guideadvisors.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Guide Advisors, Inc. is a corporation owned by an individual and is registered with the SEC as of 2026. The firm functions as a capital allocator and conducts both insurance brokerage and advisory work. Its advisory services emphasize financial planning, selecting other advisers on behalf of clients, and delivering educational seminars or workshops. Guide Advisors operates across multiple states and reports fee arrangements that include hourly billing, fixed fees, and other non-disclosed structures. The firm does not identify itself as an active ESG investor and is not positioned as a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Jonathan Heras
Financial AdvisorCRD 5825001

Todd Seger
Financial AdvisorCRD 7021817

Kristine Geer
Financial AdvisorCRD 6222977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bothell, WA
King
Location
Bothell, WA
Headquartered in Bothell, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 19125 North Creek Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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