Guided Wealth, LLC

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Client assets under management

Clients

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Guided Wealth is a registered investment adviser that positions itself to manage pooled or institutional mandates while also offering discretionary investment management and financial planning services to other client types. Like many investment managers, the firm charges asset-based advisory fees and constructs portfolios using low-cost mutual funds and ETFs, with the option to include individual securities, bonds, or alternative investments when appropriate.

The firm’s investment approach emphasizes fundamental analysis and a generally long-term orientation, with portfolio construction and strategic asset allocation tailored to client goals and risk tolerance. Guided Wealth commonly implements strategies through unaffiliated independent managers and platforms, conducting initial and ongoing due diligence and exercising discretionary authority to rebalance, harvest gains or losses, and adjust sector or asset-class weightings as needed.

What distinguishes the firm from many peers is its affiliation with an insurance-related affiliate, Guided Risk Solutions, LLC, through which insurance recommendations and commission-based sales may occur — a relationship the brochure discloses as a potential conflict of interest. The firm also maintains an institutional platform relationship (including custodial and software/economic benefits) and operates as a small, recently formed advisory team with professional planning credentials that oversees manager selection and ongoing monitoring.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%

Other

Fee-only: Financial planning fees up to $50,000 per year initially, waived after first year if wealth management fee is twice the planning fee

Main office location

Guided Wealth, LLC

Dartmouth MA, United States

Number of offices

Most active in

Massachusetts · Rhode Island · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (508) 980-0999

Advisors at this firm

Stefano L

Series 66

Dartmouth, MA

Guided Wealth, LLC

Stefano Lanci is a financial advisor at Guided Wealth, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Eagle Strategies and NYLIFE Securities LLC. His background also includes roles outside finance, such as his involvement with Second Church Newton. Guided Wealth is a registered investment adviser that manages pooled and institutional mandates alongside discretionary investment management and financial planning for various clients. The firm emphasizes fundamental analysis and long-term portfolio strategies, utilizing low-cost mutual funds, ETFs, and selectively including individual securities, bonds, or alternative investments.

Wealth management

Carolyn P

Series 66

Lantana, TX

Guided Wealth, LLC

Carolyn Pratt is a financial advisor at Guided Wealth, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors Corporation and LPL Financial. Guided Wealth is a registered investment adviser that manages pooled and institutional mandates as well as discretionary investment management and financial planning for various clients. The firm uses a long-term, fundamental analysis approach with portfolios constructed from low-cost mutual funds, ETFs, and occasionally individual securities, bonds, or alternative investments, while maintaining a relationship with an insurance affiliate for commission-based recommendations.

Wealth management

Blake B

CFP®, Series 66

Dartmouth, MA

Guided Wealth, LLC

Blake Barbosa is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Guided Wealth, LLC since 2026. He previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC for over a decade. Outside of his advisory role, he owns and manages an insurance agency, Guided Risk Solutions, LLC. Guided Wealth, LLC is a registered investment adviser that manages pooled and institutional mandates as well as discretionary investment management and financial planning for various clients. The firm employs a long-term, fundamental analysis-driven approach, utilizing low-cost mutual funds, ETFs, and selectively individual securities, while conducting ongoing due diligence and portfolio adjustments through unaffiliated independent managers.

Wealth management

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