Guidance Point Advisors, LLC

Guidance Point Advisors, LLC (CRD# 148768) is a financial advisory firm headquartered in Boston, MA. They manage $127,215,522 in 270 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $471,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NY

Financial Advisors at Guidance Point Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Wesley A. Delcol
CRD#: 2979272
225 Franklin Street, 26 Floor, Boston, MA 02110
96
Wealthminder
score

Wesley Delcol (CRD# 2979272) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Boston, MA and has over 12 years of experience in the finance industry. Wesley Delcol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew J. Walker
CRD#: 3185396
121 Middle Street, Suite 403, Portland, ME 04101
93
Wealthminder
score

Andrew Walker (CRD# 3185396) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Portland, ME and has over 15 years of experience in the finance industry.

3
Benjamin J. Smith
CRD#: 6027765
225 Franklin Street, 26 Floor, Boston, MA 02110
90
Wealthminder
score

Benjamin Smith (CRD# 6027765) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Abigail A. Walker
CRD#: 6028889
121 Middle Street, Suite 403, Portland, ME 04101
90
Wealthminder
score

Abigail Walker (CRD# 6028889) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Portland, ME and has over 4 years of experience in the finance industry.

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