Connor Tomlinson
Guided Capital Wealth Management · Houston, Texas
Connor Tomlinson is a fee-only financial advisor at Guided Capital Wealth Management in Houston, Texas. Guided Capital Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Guided Capital Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $249.2M across 592 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6974659 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidedcapitalwealth.com |
How Connor's firm compares
- Guided Capital Wealth Management's average account is about $421,000, from its Form ADV (assets managed divided by 592 accounts).
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Questions about Connor
Is Connor Tomlinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Guided Capital Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Guided Capital Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Connor Tomlinson based?
Connor Tomlinson is based in Houston, Texas.
Is Connor Tomlinson registered with the SEC?
Yes. Connor Tomlinson is registered as an investment adviser representative in TX (CRD 6974659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guided Capital Wealth Management manage?
Guided Capital Wealth Management reports $249.2M across 592 accounts in assets under management.
How do I contact Connor Tomlinson?
Through Connor's website, www.guidedcapitalwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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