Financial Guidance Group, Inc. logo

Financial Guidance Group, Inc.

Updated today

Client assets under management

$285,590,212

Clients

291

24% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

97

High

Average account size

$981,410

About

Financial Guidance Group works with individual investors across age cohorts—including both high‑net‑worth and non‑HNW clients—and also provides retirement plan consulting for plan fiduciaries. The firm notes a specific client niche of creative professionals (artists, musicians, producers and artist company management executives) and offers discretionary investment management, ongoing Guide Map wealth planning, standalone planning engagements, and retirement plan advisory services.

Operating as a fee‑only fiduciary, the firm manages portfolios primarily through model allocations composed of ETFs, mutual funds, bonds and, when appropriate, individual securities, emphasizing tax efficiency and a risk‑managed approach grounded in modern portfolio theory. Accounts are generally managed on a discretionary basis, Financial Guidance Group may delegate responsibilities to non‑affiliated sub‑advisors, and managed clients receive access to an encrypted, real‑time client portal for planning, reporting and document storage.

Distinctive features for a firm of this size include a relatively small advisory team overseeing roughly $288 million in client assets and long tenure dating to 1993 under family ownership. The firm also discloses that it can act as an ERISA §3(38) fiduciary for retirement plans and that it does not accept authority to vote client securities, which may affect how clients structure custodial and voting arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

College savings (529s, UTMA, etc.) Long-term care insurance Tax-loss harvesting

Occupation focus

Artists or Creative

Demographic focus

Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Fee options

Fixed

Standalone comprehensive wealth planning fees range from $3,000 to $10,000

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: Negotiable

Project-based

Up to $300 per hour for targeted standalone wealth planning with a four-hour minimum

Other

Account minimum: $250,000 for clients younger than 40 years; $500,000 for clients 40 years and older Minimum fee: $625.00 minimum quarterly fee per client portfolio Fee-only: Fee-only advisor, no commissions or sales charges

Most active in

Florida · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carl V

CFP®, Series 65

Palm Harbor, FL

Financial Guidance Group, Inc.

Carl Von Dem Bussche is a CFP® with 23 years of industry experience and has been with Financial Guidance Group, Inc. for over three decades. Prior to his current role, he worked at Relevant Church from 2005 to 2017. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, with a niche focus on creative professionals such as artists and music industry executives. The firm offers discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, and bonds.

College savings (529s, UTMA, etc.) Long-term care insurance Tax-loss harvesting Artists or Creative Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
user avatar

Carl V

CFP®, Series 63

Palm Harbor, FL

Financial Guidance Group, Inc.

Carl Von Dem Bussche (Sr) is a CFP® with 32 years of industry experience and has been with Financial Guidance Group, Inc. in Palm Harbor, FL since 1996. He holds a Series 63 designation and is one of three advisors at the firm. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, producers, and artist-company management executives. The firm offers discretionary investment management, integrated wealth planning and coaching through its Guide Map process, as well as retirement plan advisory and consulting services. Its investment approach is based on modern portfolio theory, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

College savings (529s, UTMA, etc.) Long-term care insurance Tax-loss harvesting Artists or Creative Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
user avatar

Christoph V

CFP®, Series 66

Palm Harbor, FL

Financial Guidance Group, Inc.

Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.

College savings (529s, UTMA, etc.) Long-term care insurance Tax-loss harvesting Artists or Creative Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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