# Benjamin Smith

> Benjamin Smith is a fee-only financial advisor at Guidance Point Advisors in Wellesley, Massachusetts, who holds the CFA credential. Benjamin charges a percentage of assets (0.5%–1.5% a year of assets managed).

Page: https://find.wellspent.co/advisors/benjamin-smith-6027765/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Guidance Point Advisors
- **Based in:** Wellesley, Massachusetts
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1.5% a year of assets managed
- **Assets under management (firm):** $558.3M across 701 accounts
- **Credentials:** CFA
- **CRD:** 6027765 (https://adviserinfo.sec.gov/individual/summary/6027765)
- **SEC registration:** Investment adviser representative in ME, TX
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.guidancepointllc.com

## Frequently asked questions

### Is Benjamin Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Guidance Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin charges a percentage of assets.

### How much does Benjamin charge?

According to Guidance Point Advisors's website, checked October 30, 2026: 0.5%–1.5% a year of assets managed.

### Where is Benjamin Smith based?

Benjamin Smith is based in Wellesley, Massachusetts.

### What credentials does Benjamin Smith hold?

Benjamin Smith holds the CFA credential.

### Is Benjamin Smith registered with the SEC?

Yes. Benjamin Smith is registered as an investment adviser representative in ME and TX (CRD 6027765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Guidance Point Advisors manage?

Guidance Point Advisors reports $558.3M across 701 accounts in assets under management.

### How do I contact Benjamin Smith?

Through Benjamin's website, www.guidancepointllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6027765): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.guidancepointllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.