Advisor at Guided Wealth, LLC
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Firm
Guided Wealth, LLC
Location
Dartmouth, MA
Credentials
CFP®, Series 66
Industry experience
11 years
Blake Barbosa is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Guided Wealth, LLC since 2026. He previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC for over a decade. Outside of his advisory role, he owns and manages an insurance agency, Guided Risk Solutions, LLC. Guided Wealth, LLC is a registered investment adviser that manages pooled and institutional mandates as well as discretionary investment management and financial planning for various clients. The firm employs a long-term, fundamental analysis-driven approach, utilizing low-cost mutual funds, ETFs, and selectively individual securities, while conducting ongoing due diligence and portfolio adjustments through unaffiliated independent managers.
Based on Guided Wealth, LLC
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Fee-only: Financial planning fees up to $50,000 per year initially, waived after first year if wealth management fee is twice the planning fee
Dartmouth, MA
Massachusetts · Texas
Guided Wealth, LLC
2026 - Present (1 year)
Eagle Strategies (NY Life)
2015 - 2026 (11 years)
NYLIFE Securities LLc
2014 - 2026 (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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South Coast Planning & Wealth Management
South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.
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