Guide Advisors, Inc.

Overview

Guide Advisors, Inc. is organized as a corporation with individual ownership and is registered as a multi-state investment adviser. The firm is listed with an SEC registration year of 2026 and is classified as a capital allocator. Its business mix combines insurance brokerage with advisory work: financial planning, educating clients through seminars and workshops, and the selection of external advisers on clients’ behalf. Fee arrangements include hourly charges, fixed fees and other fee types. The firm is not identified as an active ESG investor and does not serve as a pension consultant or a related adviser. Guide Advisors positions itself more as an allocator and adviser than a direct asset manager. Its advisory scope emphasizes planning and adviser selection, which suggests the firm sources investment solutions externally rather than running extensive proprietary investment platforms.

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Location & Offices