Ryan Phillips
GuidePoint Financial Planning · Great Falls, Virginia
Ryan Phillips is a fee-only financial advisor at GuidePoint Financial Planning in Great Falls, Virginia, who holds the CFP and CFA credentials. Ryan charges a one-time planning fee, an ongoing planning fee and a percentage of assets (a $500,000 asset minimum).
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Facts
| Firm | GuidePoint Financial Planning |
|---|---|
| Based in | Great Falls, Virginia |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $32.4M across 23 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in VA · CRD 5812136 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | guidepointfp.com |
How Ryan's firm compares
- GuidePoint Financial Planning's average account is about $1.4 million, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Ryan
Is Ryan Phillips a fee-only financial advisor?
Yes. Ryan Phillips is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Ryan charge?
According to GuidePoint Financial Planning's website, checked October 28, 2026: a $500,000 asset minimum.
Where is Ryan Phillips based?
Ryan Phillips is based in Great Falls, Virginia.
What credentials does Ryan Phillips hold?
Ryan Phillips holds the CFP and CFA credentials.
Is Ryan Phillips registered with the SEC?
Yes. Ryan Phillips is registered as an investment adviser representative in VA (CRD 5812136), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does GuidePoint Financial Planning manage?
GuidePoint Financial Planning reports $32.4M across 23 accounts in assets under management.
How do I contact Ryan Phillips?
Through Ryan's website, guidepointfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- GuidePoint Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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