Guidepost Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
2601 South Lemay, Unit #32
Fort Collins CO 80525
Advisors at this office
1
Most active in
Colorado · Kansas · Wyoming
Also doing business as
Guidepost Financial Planning · Guidepost Financial Planning, LLC · Olberding, Arlen Thomas
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.
Forms ADV
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