Portland, ME Office
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Guidance Point Advisors, LLC
Team
Firm-wide stats for Guidance Point Advisors, LLC
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.
Based on Guidance Point Advisors, LLC
Expertise
Based on Guidance Point Advisors, LLC
Location
136 Commercial Street, Suite 301
Portland ME 04101
Advisors at this office
3
Advisors at this office
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.
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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