Benjamin Smith
Guidance Point Advisors · Wellesley, Massachusetts
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).
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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 | $558.3M across 701 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in ME, TX · CRD 6027765 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidancepointllc.com |
| Profile |
How Benjamin's firm compares
- Guidance Point Advisors's average account is about $796,000, from its Form ADV (assets managed divided by 701 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Guidance Point Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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