A complete list of active advisors currently associated with Asset Guidance Group, LLC

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Asset Guidance Group serves individuals and families (including accredited investors) and business entities through fee-based financial planning and both discretionary and non-discretionary investment management. The firm also conducts private-placement due diligence for accredited clients and offers financial planning via annual subscription tiers billed monthly. AGG’s investment process blends fundamental and technical analysis with proprietary quantitative models and automated trading systems, and it uses volatility-mitigation and options-based hedging alongside allocations to equities, fixed income, and ETFs (including ETFs that provide indirect exposure to digital assets). The firm publishes two weekly, subscription-based research products that provide impersonal, signal-driven market commentary and that inform AGG’s internal strategy development but are not personalized advice. Noteworthy distinctions include an affiliated law practice and limited in-house tax-preparation services offered to select clients, and an insurance-sales activity through which some representatives receive commission compensation; these outside activities are disclosed and managed as potential conflicts. AGG treats its Substack publications as advertisements under the Marketing Rule, discloses hypothetical or backtested signal performance where applicable, documents its pre-market signal-publication workflow, and has paused previously proposed pooled/digital-asset management offerings pending further development.

To learn more about the advisors currently working at Asset Guidance Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.