A complete list of active advisors currently associated with Guidepost Financial Planning, LLC
Warmer can help you find a great advisor at Guidepost Financial Planning, LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Guidepost Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Collins, CO
| 20
|
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