Firm
Guide Wealth Management
Putnam Valley, New York
Fee-only
Facts
| Based in | Putnam Valley, New York |
|---|---|
| Website | guidewealth.com |
| Phone | (646) 450-1001 |
Guide Wealth Management 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 | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 – $5,000,000 1.50%" source
"Our fee structure combines Assets Under Management (AUM) with a minimum fee." 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 | $42 million |
| Individual clients | 21 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 264788 |