Firm
Guidance Point Advisors
Wellesley, Massachusetts
Fee-only
Guidance Point Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 252 individual clients, 90 of them high net worth.
- Its average account is about $796,000 (assets it manages divided by its 701 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Wellesley, Massachusetts |
|---|---|
| Website | guidancepointllc.com |
| Phone | (617) 869-6653 |
Guidance Point Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1.5% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The management fee will typically be an annual fee in the range of 0.50% to 1.50%" source
"The management fee will typically be an annual fee in the range of 0.50% to 1.50%" source
"The management fee will typically be an annual fee in the range of 0.50% to 1.50%" source
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 | $558 million |
| Individual clients | 162 |
| High-net-worth clients | 90 |
| Accounts managed | 701 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-77258) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 148768 |