GUIDE ADVISORS, INC.

Overview

Guide Advisors, Inc. is organized as a corporation and is reported as individually owned. The firm is registered with the SEC (registration year shown as 2026) and operates across multiple states. Its primary business activity is insurance brokerage, and its advisory services emphasize fee-for-service financial planning, the selection of third‑party advisers, and delivery of educational seminars and workshops. Guide Advisors lists itself as a capital allocator and does not identify as an active ESG investor. Fee arrangements are non‑asset‑based: the firm uses hourly charges, fixed fees and other fee structures rather than a typical AUM percentage model. The combination of insurance brokerage and annuity offerings with financial planning and adviser selection suggests a practice built around insurance solutions integrated into client planning and delegated manager relationships.

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