Guidance Point Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 148768
- Registered since
- October 16, 2012
- Website
- www.guidancepointllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.5%
- Individuals11.33%
- Other0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Guidance Point Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2012. The firm serves high‑net‑worth individuals and families and acts as a capital allocator across public and private vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and publication of periodic market commentary. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not describe itself as an active ESG investor.
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 Funds61%
- Exchange Traded Equities24%
- US Government Bonds8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Benjamin Smith
Chief Investment OfficerCRD 6027765
Contacts
3 of 5
Wesley Delcol
Managing PartnerCRD 2979272
Andrew Walker
Investment ConsultantCRD 3185396
Christopher Del Col
Investment ConsultantCRD 1894240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$336M in ETFs
95%
$318M
1%
$17.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $63M | 82,155 | 18.77% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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