Peter Ivanyi
Guided Capital Wealth Management · Houston, Texas
Peter Ivanyi is a fee-only financial advisor at Guided Capital Wealth Management in Houston, Texas, who holds the CFP and ChFC credentials. 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 5266135 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidedcapitalwealth.com |
| Profile |
How Peter'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 Peter
Is Peter Ivanyi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, Guided Capital Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Ivanyi based?
Peter Ivanyi is based in Houston, Texas.
What credentials does Peter Ivanyi hold?
Peter Ivanyi holds the CFP and ChFC credentials.
Is Peter Ivanyi registered with the SEC?
Yes. Peter Ivanyi is registered as an investment adviser representative in TX (CRD 5266135), 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 Peter Ivanyi?
Through Peter'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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