RIA Intel›Advisers›Virginia›GUIDEPOINT FINANCIAL PLANNING, LLC

GUIDEPOINT FINANCIAL PLANNING, LLC

Advisory

VA

Data as of May 26, 2026 · Source: SEC Form ADV

Average account

$1M

across 23 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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WILSON BENNETT CAPITAL MANAGEMENT INC

$33M

$33M

AUGUSTA CAPITAL LLC

$33M

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