GuidePoint Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,482,892
Clients
19
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
LowAverage account size
$1,551,731
About
GuidePoint Financial Planning provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business clients, advising on retirement, tax strategies, education funding, insurance, cash flow, debt, and estate issues. The firm reports about $24.9 million in discretionary assets under management across roughly 23 client relationships and offers both one‑time planning projects and ongoing subscription-style planning engagements.
Client work is centered on an individualized investment policy statement and discretionary account supervision aligned to stated objectives and risk tolerances, with clients able to impose reasonable investment restrictions. The firm primarily builds portfolios using passive index funds and ETFs for core exposures while also incorporating fundamental and technical analysis when selecting or tilting allocations, and it conducts regular client reviews and annual plan updates.
Noteworthy features compared with many independent peers include a relatively high AUM-to-client ratio (roughly $1 million per client) and a stated account minimum of $500,000 that may be waived, along with a recurring monthly planning service that includes an upfront onboarding phase. The adviser participates in an institutional custodian program that provides custody, trading and soft‑dollar benefits and is led by a CFP‑certified professional with additional investment credentials.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
General tax planning
General estate planning guidance
Fee options
Ongoing Financial Planning: Upfront $1,000 plus monthly fees $300 - $600 based on complexity, negotiable; One-time projects may have fixed fees agreed upon in advance, negotiable
$0 - $700,000: $7,000 flat annual fee $700,001 - $2,000,000: 1.00% annually $2,000,001+: 0.850% annually
$250 per hour for one-time financial planning projects, negotiable
Account minimum: $500,000.00
Main office location
GuidePoint Financial Planning
Great Falls VA, United States
Number of offices
2
Most active in
GuidePoint Financial Planning has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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