Financial Guidance Group, LLC

Overview

Financial Guidance Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s client base is focused on individuals and families, and it provides financial planning and discretionary portfolio management for individuals and small businesses. Its business profile also lists accounting as a core activity, indicating the practice blends tax/accounting work with advisory services. Fee arrangements include both a percentage-of-assets model and hourly billing. The firm does not act as a capital allocator or pooled-fund manager; instead, it deploys client assets into external managers and traditional investment vehicles. It is not identified as an active ESG investor, and its operations are limited in geographic scope (not listed as a multi-state adviser).

Assets & Accounts

Investments & Alternatives