GUIDE MY FINANCES

Overview

Guide My Finances operates primarily as a fee-for-service financial planning practice that also maintains broker-dealer and insurance broker relationships. The firm charges clients on an hourly and fixed-fee basis rather than collecting advisory fees tied to assets under management, and its advisory work centers on financial planning and client education through seminars and workshops. Guide My Finances does not position itself as a capital allocator; instead it relies on third-party vehicles and product sponsors to implement client solutions. Investment activity is modest and product-driven: the firm uses mutual funds and annuity contracts for core portfolio construction while tapping into alternative exposures—specifically real estate and commodities—through external managers or fund wrappers. Guide My Finances is not an active ESG investor, and it is organized as a limited liability company owned by an individual. Its business model blends advisory planning services with transactional business generated through its registered representative and insurance brokerage roles.

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Location & Offices