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How does the advisor help clients – Key Takeaways:
Guiding Financial is a team of experienced financial experts who assist clients in achieving their financial goals. Their services include personalized investment advice, financial planning, and guidance on various financial matters.
Facts and Insights
Guiding Financial has been in business for over 10 years and has a team of highly qualified financial advisors who have a combined experience of over 50 years in the industry. They have a track record of helping clients grow their assets and achieve financial stability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
Guiding Financial offers a range of financial services to cater to the individual needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. They also provide personalized financial education and guidance to help clients make informed decisions.
Client Types
Guiding Financial works with a diverse range of clients, including individuals, families, small businesses, and institutions. They believe in building long-term relationships with their clients and offer tailored solutions to meet their unique financial needs and goals.
Fees & Compensation
Guiding Financial is a fee-only advisory firm, which means they do not earn any commissions from financial products they recommend. Their fees are based on a percentage of the assets under management, ensuring their interests are aligned with their clients’ goals. They believe in transparency and have a clear fee structure, which is discussed and agreed upon with the client before any services are provided.
Background
The team at Guiding Financial comes from diverse backgrounds in finance, accounting, and economics. They have specialized knowledge and certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This enables them to approach financial planning from a holistic perspective and provide comprehensive solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Guiding Financial is regulated by the Securities and Exchange Commission (SEC) and follows strict rules and regulations to ensure the protection of their clients’ interests. They also have a fiduciary duty, which means they are legally obligated to act in the best interests of their clients at all times and disclose any potential conflicts of interest.