A complete list of active advisors currently associated with Guiding Wealth Management, LLC

Warmer can help you find a great advisor at Guiding Wealth Management, LLC or one who fits your needs even better.

The firm serves individual and high-net-worth clients, providing discretionary investment management and a range of financial planning services including retirement, tax coordination, estate, college savings, business planning, and employee benefits optimization. It operates as a small team practice (four advisors) managing roughly $59 million for a limited client base across multiple offices. Guidance is implemented through individualized investment policy statements and discretionary portfolio management that combines fundamental and technical analysis, with account reviews performed on a regular (quarterly) basis and client-imposed restrictions accommodated. Clients may engage the firm under both a financial planning agreement and an investment management agreement simultaneously; the firm coordinates fees through a combined-fee arrangement that can credit asset-based management fees against planning charges. Noteworthy differences from many peers include the firm’s disclosure that the principal also operates a separate consulting/training business and dedicates significant time to those activities, a relationship the firm requires be disclosed to clients as a potential conflict of interest. The firm also does not aggregate trades into block orders for multiple clients (implementing trades on an individual-account basis), does not accept third‑party sales compensation, and relies on a recommended qualified custodian from which it receives support products and services; clients retain responsibility for proxy voting.

To learn more about the advisors currently working at Guiding Wealth Management, 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.

You can also browse Guiding Wealth Management, LLC's office locations.

Name	Location	Years of experience
Neven Kraguljevic	Burlington, VT	2
Hannah Moore	Richardson, TX	14
Luis Razo	Richardson, TX	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support