Guide My Finances

Overview

Guide My Finances is organized as a limited liability company owned by an individual and operates primarily as a financial planning and education business rather than a traditional asset manager. Its stated advisory activities center on financial planning services and running educational seminars or workshops. On the distribution side, the firm functions as a registered representative of a broker-dealer and as an insurance broker, which suggests its client-facing work blends fee-for-service planning with brokerage and insurance product distribution. The firm’s fee model relies on hourly charges and fixed fees instead of AUM-based pricing, and it is not identified as a capital allocator. Guide My Finances is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a related adviser to other registered entities.

Assets & Accounts

Investments & Alternatives

Location & Offices