Wesley Delcol
Guidance Point Advisors · Wellesley, Massachusetts
Wesley Delcol is a fee-only financial advisor at Guidance Point Advisors in Wellesley, Massachusetts, who holds the CFP credential. Wesley 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 | Wellesley, Massachusetts |
| 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2979272 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.guidancepointllc.com |
How Wesley'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 Wesley
Is Wesley Delcol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley 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 Wesley charge for financial advice?
Wesley charges a percentage of assets.
How much does Wesley charge?
According to Guidance Point Advisors's website, checked October 30, 2026: 0.5%–1.5% a year of assets managed.
Where is Wesley Delcol based?
Wesley Delcol is based in Wellesley, Massachusetts.
What credentials does Wesley Delcol hold?
Wesley Delcol holds the CFP credential.
Is Wesley Delcol registered with the SEC?
Yes. Wesley Delcol is registered as an investment adviser representative in MA (CRD 2979272), 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 Wesley Delcol?
Through Wesley'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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