Financial Guidance Group, Inc. at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 291 individual clients, 70 of them high net worth.
- Its average account is about $337,000 (assets it manages divided by its 855 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Franklin, Tennessee |
|---|---|
| Website | fgginc.com |
| [email protected] | |
| Phone | (615) 721-8827 |
Questions about Financial Guidance Group, Inc.
How is Financial Guidance Group, Inc. paid?
Financial Guidance Group, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Guidance Group, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Financial Guidance Group, Inc., and 3 hold the CFP.
What is the average account at Financial Guidance Group, Inc.?
Financial Guidance Group, Inc.'s average account is about $337,000. That's the assets on its Form ADV divided by its 855 accounts.
What does Financial Guidance Group, Inc. specialize in?
Financial Guidance Group, Inc.'s advisors and website list retirement planning and estate & legacy planning.
Financial Guidance Group, Inc. fees
Financial Guidance Group, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $288 million |
| Individual clients | 221 |
| High-net-worth clients | 70 |
| Accounts managed | 855 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-80958) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 108799 |