GUIDE FINANCIAL PLANNING

Overview

Guide Financial Planning is an independent, owner-operated registered investment adviser that focuses on advice for individuals and families and small businesses. The firm delivers fee-based financial planning and discretionary portfolio management, charging a mix of percentage-of-AUM and fixed fees. Its reported asset base and client counts indicate a client profile in the mass-affluent range, and the firm manages portfolios on a discretionary basis across its client base. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for building client portfolios. The firm does not position itself as a capital allocator or a pension consultant, and it is not identified as an active ESG investor. Advisory services emphasize personalized planning and portfolio implementation rather than direct alternative-asset management or institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices