Guided Capital Wealth Management

Guided Capital Wealth Management at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 5 employees and 153 individual clients, 66 of them high net worth.
• Its average account is about $421,000 (assets it manages divided by its 592 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Guided Capital Wealth Management fees

Guided Capital Wealth Management 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

Advisors at this firm (4)

• Connor Tomlinson

• Kyle Louvar

  CFP

• Nicole Louvar

• Peter Ivanyi

  CFP · ChFC

Other fee-only firms in Houston

• Hamilton Financial Planning
• Hamilton Gray Wealth Management
• Haven Wealth Group
• Heritage Asset Advisors
• Heritage Wealth Management
• Hg Capital Advisors
• Horizon Wealth Advisors
• Houston Wealth Advisers, LLC.

Fee-only advisors in Texas