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FINANCIAL GUIDANCE GROUP, INC.

· CRD 108799 · IAPD ↗ · 727-787-7526

$288.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — FINANCIAL GUIDANCE GROUP, INC. reported RAUM up 35% ($214.3M -> $288.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.