Financial Guidance Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$285,590,212
Clients
291
Advisors
3
of 5 employees
About
Financial Guidance Group works with individual investors across age cohorts—including both high‑net‑worth and non‑HNW clients—and also provides retirement plan consulting for plan fiduciaries. The firm notes a specific client niche of creative professionals (artists, musicians, producers and artist company management executives) and offers discretionary investment management, ongoing Guide Map wealth planning, standalone planning engagements, and retirement plan advisory services.
Operating as a fee‑only fiduciary, the firm manages portfolios primarily through model allocations composed of ETFs, mutual funds, bonds and, when appropriate, individual securities, emphasizing tax efficiency and a risk‑managed approach grounded in modern portfolio theory. Accounts are generally managed on a discretionary basis, Financial Guidance Group may delegate responsibilities to non‑affiliated sub‑advisors, and managed clients receive access to an encrypted, real‑time client portal for planning, reporting and document storage.
Distinctive features for a firm of this size include a relatively small advisory team overseeing roughly $288 million in client assets and long tenure dating to 1993 under family ownership. The firm also discloses that it can act as an ERISA §3(38) fiduciary for retirement plans and that it does not accept authority to vote client securities, which may affect how clients structure custodial and voting arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Standalone comprehensive wealth planning fees range from $3,000 to $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: Negotiable
Up to $300 per hour for targeted standalone wealth planning with a four-hour minimum
Account minimum: $250,000 for clients younger than 40 years; $500,000 for clients 40 years and older Minimum fee: $625.00 minimum quarterly fee per client portfolio Fee-only: Fee-only advisor, no commissions or sales charges
Main office
Palm Harbor FL
Advisors at this office
3
Most active in
Florida · Tennessee · Texas
Also doing business as
Financial Guidance Group · Financial Guidance Group Inc · Financial Guidance Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Carl V
CFP®, Series 65
Palm Harbor, FL
Financial Guidance Group, Inc.
Carl Von Dem Bussche Jr. is a CFP® and holds a Series 65 license with 24 years of industry experience. He has been with Financial Guidance Group, Inc. since 1994 and previously worked 12 years at Relevant Church. Financial Guidance Group, Inc. serves individual investors, including high-net-worth and non-HNW clients, and provides retirement plan consulting for plan fiduciaries. The firm focuses on creative professionals and offers discretionary investment management, wealth planning, and retirement advisory services using a tax-efficient, risk-managed approach grounded in modern portfolio theory.
Carl V
CFP®, Series 63
Palm Harbor, FL
Financial Guidance Group, Inc.
Carl Von Dem Bussche Sr. is a CFP® with 33 years of industry experience. He has been with Financial Guidance Group, Inc. since 1996. Financial Guidance Group serves individual investors across various age groups, including both high-net-worth and non-high-net-worth clients, with a particular focus on creative professionals. The firm offers discretionary investment management and wealth planning services, emphasizing tax efficiency and risk management through model portfolios primarily composed of ETFs, mutual funds, and bonds.
Christoph V
CFP®, Series 66
Palm Harbor, FL
Financial Guidance Group, Inc.
Christoph Von Dem Bussche is a CFP® professional with 20 years of industry experience. He has been with Financial Guidance Group, Inc. since 2005. Financial Guidance Group serves individual investors, trustees, and retirement plan sponsors, including a niche of creative professionals such as artists, musicians, and producers. The firm provides discretionary investment management, integrated wealth planning, and retirement plan advisory services, emphasizing portfolio-level risk management, tax efficiency, and diversified portfolios primarily constructed with ETFs, mutual funds, bonds, and selected individual securities.
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