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GUIDANCE POINT ADVISORS, LLC
CRD 148768File 801-77258
APPROVED
Retail clients
Custody
Filing as of Feb 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$558.3M
Above cohort median (national)
Discretionary AUM
$558.3M
Clients
252
701 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 16, 2012
- Principal office
- Not reported
- Phone
- 617-869-6653
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $558.3M
- Discretionary AUM
- $558.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 701
- Non-discretionary accounts
- 0
- Total accounts
- 701
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $494.1M |
| Individuals (other than high net worth individuals) | 162 | $63.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 255 | 252 | decreased by3 |
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 243 | 255 | increased by12 |
| Mar 1, 2026 | AUM | $492,368,300 | $558,277,757 | increased by$65,909,457 |
| Mar 1, 2026 | Accounts | 680 | 701 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 215 | 243 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $342,777,966 | $492,368,300 | increased by$149,590,334 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 541 | 680 | increased by139 |
| Feb 1, 2022 | Employees | 6 | 7 | increased by1 |
| Feb 1, 2022 | Clients | 193 | 215 | increased by22 |
| Feb 1, 2022 | AUM | $316,202,716 | $342,777,966 | increased by$26,575,250 |
| Feb 1, 2022 | Accounts | 439 | 541 | increased by102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GUIDANCE POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GUIDANCE POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.