Firm
Guiding Wealth Management
Richardson, Texas
Fee-only
Guiding Wealth Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 69 individual clients, 20 of them high net worth.
- Its average account is about $300,000 (assets it manages divided by its 198 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Richardson, Texas |
|---|---|
| Website | guidingwealth.com |
| [email protected] | |
| Phone | (214) 810-3835 |
Guiding Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Standalone financial plans start at $5,500" source
"an ongoing investment management fee, which starts at 1% of the market value of any assets under management" source
"Standalone financial plans start at $5,500" source
"an ongoing investment management fee, which starts at 1% of the market value of any assets under management" 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 | $59 million |
| Individual clients | 49 |
| High-net-worth clients | 20 |
| Accounts managed | 198 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 175242 |