GUIDEPOST FINANCIAL PLANNING, LLC

Overview

Guidepost Financial Planning, LLC is an independent registered investment adviser that serves individual and family clients with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed fees, signaling a blend of ongoing advisory relationships and one-off planning engagements. Guidepost does not identify as an active ESG investor and is not positioned as a capital allocator; its product mix and client focus are consistent with a boutique RIA serving a modest client base rather than an institutional or multi-state platform. Investment activity centers on publicly traded securities and pooled vehicles, supplemented by selective allocations to third-party alternative managers. Given the firm’s size and client profile, investment decisions appear calibrated to balance core equity exposure with liquid mutual funds and targeted alternative exposures for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices