Wealth Manager
    SEC Registered

    Guidance Point Retirement Services, LLC

    Registered investment advisor · Portland, Maine · CRD #161000

    Assets Under Management
    $88M
    Client Accounts
    8
    Employees
    8
    CRD Number
    161000
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Guidance Point Retirement Services, LLC

    Guidance Point Retirement Services, LLC is a SEC-registered investment advisory firm headquartered in Portland, Maine, managing approximately $88M in regulatory assets across 8 client accounts. The firm's full regulatory record is filed with the SEC under CRD #161000.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Guidance Point Retirement Services, LLC's AUM?

    Guidance Point Retirement Services, LLC reports approximately $88M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Guidance Point Retirement Services, LLC headquartered?

    Guidance Point Retirement Services, LLC is headquartered in Portland, Maine.

    What is Guidance Point Retirement Services, LLC's CRD number?

    Guidance Point Retirement Services, LLC's CRD number is 161000. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Guidance Point Retirement Services, LLC manage?

    Guidance Point Retirement Services, LLC manages approximately 8 client accounts according to its latest SEC filing.

    Is Guidance Point Retirement Services, LLC SEC registered?

    Yes, Guidance Point Retirement Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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