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GUIDANCE POINT ADVISORS, LLC

· CRD 148768 · IAPD ↗ · 617-869-6653

$558.3MRegulatory AUM
5Advisory reps
5Employees
3Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — GUIDANCE POINT ADVISORS, LLC crossed $500M in regulatory AUM ($492.4M -> $558.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2025 — GUIDANCE POINT ADVISORS, LLC reported RAUM up 25% ($393.4M -> $492.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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