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GUIDANCE POINT RETIREMENT SERVICES, LLC
CRD 161000File 801-73184
APPROVED
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$88.2M
Bottom 25% of cohort (national)
Discretionary AUM
$88.2M
Clients
7
8 accounts
Employees
8
Bottom 25% of cohort in ME
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 22, 2012
- Principal office
- 136 COMMERCIAL STREET, SUITE 301, PORTLAND, ME, 04101
- Phone
- 207-358-3099
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $88.2M
- Discretionary AUM
- $88.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $12.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27.3M |
| Charitable organizations | Fewer than 5 | $54.9M |
| Pension and profit sharing plans | Fewer than 5 | $6.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.