Guidepost Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,400,000
Total clients
52
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$584,615
About
Guidepost Financial Planning provides fee-only financial planning and discretionary investment management to individual investors, trusts, estates and charitable organizations. Offerings include hourly or fixed-fee financial planning and investment implementation under an asset-based advisory arrangement, along with periodic educational workshops for groups.
The firm operates under a fiduciary standard and bases portfolio construction on Modern Portfolio Theory, typically emphasizing low-cost index mutual funds and ETFs with periodic rebalancing to manage risk and tax exposure; it also may use individual equities or bonds when appropriate. Accounts may be managed on a discretionary basis, and clients retain responsibility for proxy voting rather than having the firm vote securities on their behalf.
Distinctive features include a formal Code of Ethics, a stated avoidance of performance-based or commission compensation (no 12b-1 or trailer fees), and ongoing professional certification of the principal; the practice is small and independent with multi-state registration and offers pro bono workshops. The firm discloses potential conflicts, maintains personal-trading controls for access persons, and relies on independent custodians for custody and transaction execution.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $4,000 per quarter
$0 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.65% $2,000,000+: 0.50%
$245 per hour
Fee-only: Hourly fees at $245/hour; Fixed fees ranging from $500 - $4,000 per quarter; Asset-based fees as per tiered schedule
Main office location
Guidepost Financial Planning, LLC
2601 South Lemay, Unit #32
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Colorado · Kansas · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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