Sharon Lear
Guideway Financial, LLC · Austin, Texas
Sharon Lear is a fee-only financial advisor at Guideway Financial, LLC in Austin, Texas, who holds the CFP and MBA credentials. Sharon charges an ongoing planning fee.
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Facts
| Firm | Guideway Financial, LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $69.4M across 198 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 6223622 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | guidewayfinancial.com |
How Sharon's firm compares
- Guideway Financial, LLC's average account is about $351,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Sharon
Is Sharon Lear a fee-only financial advisor?
Yes. Sharon Lear is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sharon's firm.
How does Sharon charge for financial advice?
Sharon charges an ongoing planning fee.
Where is Sharon Lear based?
Sharon Lear is based in Austin, Texas.
What credentials does Sharon Lear hold?
Sharon Lear holds the CFP and MBA credentials.
Is Sharon Lear registered with the SEC?
Yes. Sharon Lear is registered as an investment adviser representative in TX (CRD 6223622), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Guideway Financial, LLC manage?
Guideway Financial, LLC reports $69.4M across 198 accounts in assets under management.
How do I contact Sharon Lear?
Through Sharon's website, guidewayfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Guideway Financial, LLC 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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