Guide Advisors, Inc.

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
Bothell, Washington
CRD number
281828
Registered since
January 6, 2026
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Jonathan Heras

    Jonathan Heras

    Financial AdvisorCRD 5825001

  • Todd Seger

    Todd Seger

    Financial AdvisorCRD 7021817

  • Kristine Geer

    Kristine Geer

    Financial AdvisorCRD 6222977

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth