Guidance Point Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$557,326,990
Clients
252
Advisors
5
across 2 offices
About
Guidance Point Advisors, LLC manages roughly $558 million for about 252 client relationships and serves individuals (including high‑net‑worth clients), as well as some corporations and unincorporated associations. The firm provides fee‑based investment supervisory services alongside financial planning and retirement income planning, delivering both discretionary and non‑discretionary portfolio management.
Its investment approach emphasizes diversification and asset allocation, using investor profiling and a signed Investment Policy Statement to align portfolios with each client's objectives and risk tolerance. Portfolios are implemented primarily with mutual funds and ETFs and may be managed directly or through third‑party platforms, including Envestnet advisor‑directed and model‑driven programs and Vanguard Personalized Indexing separate‑account management.
What is noteworthy for a firm of this size is the combination of a client newsletter (a quarterly periodical sent to clients and prospects) and an affiliation with a related registered adviser, Guidance Point Retirement Services (GPRS), which shares investment adviser representatives under a written fee‑sharing arrangement that the brochure discloses as a potential conflict. The firm also coordinates management and fee/reporting across multiple platform providers (e.g., Envestnet and VPI), resulting in separate sub‑adviser reporting and operational details clients should understand.
Client services
Expertise
Fee options
Fixed financial planning fees between $250 and $2,500, negotiable
0.50% to 1.50% annually (negotiable, flat annual fee range)
Hourly financial planning fees at $200/hour, negotiable
Account minimum: $250,000 (may be waived by the adviser) Fee-only: Financial planning fees offered on fixed fee basis ($250 to $2,500) or hourly basis ($200/hour), negotiable
Main office
See office136 Commercial Street, Suite 301
Portland ME 04101
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New York · North Carolina · Texas
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
Benjamin S
CFA®
Bangor, ME
Guidance Point Advisors, LLC
Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.
Christopher D
Series 63, Series 65
Wellesley, MA
Guidance Point Advisors, LLC
Christopher Del Col is a financial advisor at Guidance Point Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guidance Point Advisors since 2016. Guidance Point Advisors manages approximately $558 million across 252 client relationships, serving individuals, including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services alongside financial and retirement income planning, emphasizing diversification and asset allocation through investor profiling and Investment Policy Statements.
Curtis W
Series 65
Bangor, ME
Guidance Point Advisors, LLC
Curtis Worcester is a Series 65 credentialed financial advisor at Guidance Point Advisors, LLC with five years of industry experience. He has held roles at Guidance Point Retirement Services, LLC since 2019 and previously worked at The Advertising Specialists of Maine and Northern Light Health. Guidance Point Advisors, LLC manages approximately $558 million across about 252 client relationships, serving individuals, including high-net-worth clients, as well as corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, using a diversified, asset allocation approach tailored through investor profiling and Investment Policy Statements.
Wesley D
CFP®, Series 63, Series 65
Wellesley, MA
Guidance Point Advisors, LLC
Wesley Delcol is a CFP® professional with 19 years of industry experience, currently serving at Guidance Point Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses. Wesley is a 10% shareholder in Guidance Point Retirement Services, LLC, an affiliated investment advisory services provider. Guidance Point Advisors manages approximately $558 million across about 252 client relationships, serving individuals—including high-net-worth clients—as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversified, asset-allocated portfolios aligned with client objectives and risk tolerance.
Andrew W
Series 63, Series 65
Portland, ME
Guidance Point Advisors, LLC
Andrew Walker is a financial advisor at Guidance Point Advisors, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 21 years of industry experience. He is also president and sole shareholder of Acacia Associates Inc., where he provides retirement plan design and consulting services to small and mid-size organizations. Walker has been with Guidance Point Advisors since 2013 and has experience with several other firms dating back to 2002. Guidance Point Advisors, LLC manages approximately $558 million for over 250 clients, including individuals, corporations, and unincorporated associations. The firm focuses on diversified, asset-allocated portfolios tailored to client objectives and risk tolerance, utilizing mutual funds, ETFs, and multiple third-party platforms for discretionary and non-discretionary management.
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