Guideway Financial, LLC

Guideway Financial, LLC at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 46 individual clients, 38 of them high net worth.
• Its average account is about $351,000 (assets it manages divided by its 198 accounts).
• Its website says it's taking new clients.

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

Facts

Guideway Financial, LLC fees

Guideway Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 (1)

• Sharon Lear

  CFP · MBA

Other fee-only firms in Austin

• Guiding Financial
• Harrell Investment Partners
• Harris Wealth Advisors
• Haven Financial Advisors
• Her Personal Finance
• Hilltop Planning
• Hilton Financial Group
• Holdfast Wealth Management

Fee-only advisors in Texas