Financial Guidance Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Guidance Group, LLC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its services include investment oversight, cash‑flow and retirement planning, estate planning, and integrated tax preparation and filing support.
The firm implements a strategic asset-allocation approach using a core-satellite mix of passive index funds and ETFs supplemented by select actively managed funds, typically executing trades through discount brokers and custodians. Client relationships are documented with investment policy statements, may be managed on a discretionary basis, and are subject to periodic reviews and client‑specified investment restrictions.
A distinctive feature is the firm’s accounting integration: the owner is a licensed CPA who also holds CFP and PFS credentials, and tax preparation is performed as an integral part of some advisory engagements while also being offered separately. The adviser manages roughly $4 million for a small number of clients, indicating a concentrated, hands‑on practice compared with larger independent firms.
Client services
Expertise
Fee options
Financial plan fee ranges from $500 to $5,000 (negotiable); Retainer Agreement annual fee $1,000 (negotiable); Investment Management Agreement annual fee $1,500 (negotiable); Minimum tax preparation fee $300.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.50%
$150 per hour for limited scope engagements and follow-on implementation work; $200 per hour for tax preparation services.
Account minimum: No minimum account size or fee Fee-only: Fee-only financial planning and investment management; no commissions received.
Main office
111 N Main St
Sylvester GA 31791
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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