Curtis Worcester
Guidance Point Advisors · Bangor, Maine
Curtis Worcester is a fee-only financial advisor at Guidance Point Advisors in Bangor, Maine. Curtis 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 | Bangor, Maine |
| 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 |
| SEC registration | Investment adviser representative in ME · CRD 7210487 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidancepointllc.com |
| Profile |
How Curtis'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 Curtis
Is Curtis Worcester a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis 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 Curtis charge for financial advice?
Curtis charges a percentage of assets.
How much does Curtis charge?
According to Guidance Point Advisors's website, checked October 30, 2026: 0.5%–1.5% a year of assets managed.
Where is Curtis Worcester based?
Curtis Worcester is based in Bangor, Maine.
Is Curtis Worcester registered with the SEC?
Yes. Curtis Worcester is registered as an investment adviser representative in ME (CRD 7210487), 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 Curtis Worcester?
Through Curtis'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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