Guidepost Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,400,000
Clients
52
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$584,615
About
Guidepost Financial Planning is an independent, single-advisor registered investment adviser that serves individual investors as well as trusts, estates, and charitable organizations. The firm provides comprehensive financial planning (offered on hourly or fixed-fee bases), discretionary investment management, and occasional educational workshops.
The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes diversified allocations using low-cost index mutual funds and ETFs for core exposure, while occasionally including individual equities and bonds when appropriate. Portfolios are managed on a discretionary basis guided by written client profiles, with periodic rebalancing and an explicit fee-only approach that discloses conflicts and excludes commissions and 12b-1/trailer fees.
Compared with many solo practitioners, the firm manages about $30.4 million across roughly 52 client relationships, indicating a relatively concentrated client base and longer-term, principal-led oversight dating to 2006. It also highlights several operational distinctions: no stated asset or income minimums for clients, periodic pro bono workshops, a self-supervision model under a CFP professional, and some administrative practices (for example, accepting client payments by check).
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Wealth management
Passive / index investing
Fee options
Fixed fee engagements ranging from $500 to $4,000 per quarter
$0 - $250,000: 1.00% annually $250,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.65% annually $2,000,000+: 0.50% annually
$245 per hour
Minimum fee: Initial deposit minimum of the lesser of $500 or half of the lower-end of the estimated fee range for planning services Fee-only: Fixed fees ranging from $500 to $4,000 per quarter for financial planning; hourly fee of $245 per hour
Main office location
Guidepost Financial Planning, LLC
2601 South Lemay, Unit #32
Fort Collins CO 80525, United States
Number of offices
1
Most active in
Guidepost Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Kansas · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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