Neven Kraguljevic
Guiding Wealth Management · Burlington, Vermont
Neven Kraguljevic is a fee-only financial advisor at Guiding Wealth Management in Burlington, Vermont. Guiding Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Guiding Wealth Management |
|---|---|
| Based in | Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.4M across 198 accounts |
| SEC registration | Investment adviser representative in TX, VT · CRD 7832971 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.guidingwealth.com |
How Neven's firm compares
- Guiding Wealth Management's average account is about $300,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Neven
Is Neven Kraguljevic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neven holds no broker registration, and Guiding Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neven charge for financial advice?
Neven's firm, Guiding Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neven Kraguljevic based?
Neven Kraguljevic is based in Burlington, Vermont.
Is Neven Kraguljevic registered with the SEC?
Yes. Neven Kraguljevic is registered as an investment adviser representative in TX and VT (CRD 7832971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guiding Wealth Management manage?
Guiding Wealth Management reports $59.4M across 198 accounts in assets under management.
How do I contact Neven Kraguljevic?
Through Neven's website, www.guidingwealth.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
- 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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