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GUIDANCE POINT RETIREMENT SERVICES, LLC

PORTLAND, ME · CRD 161000 · IAPD ↗ · 207-358-3099

$85.4MRegulatory AUM
6Advisory reps
8Employees
60Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — GUIDANCE POINT RETIREMENT SERVICES, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2026 — GUIDANCE POINT RETIREMENT SERVICES, LLC reported RAUM up 40% ($62.9M -> $88.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — GUIDANCE POINT RETIREMENT SERVICES, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — GUIDANCE POINT RETIREMENT SERVICES, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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