Guidepoint Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 309428
- Website
- www.guidepointfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.46%
- Individuals1.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Guidepoint Financial Planning is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, blending a percentage-of-AUM component with hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator, does not emphasize ESG investing, and is not registered or operating across multiple states according to the available snapshot.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Ryan Phillips
FounderCRD 5812136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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