Choose Your Plan

managed investments

Wealth Management

Financial Planning & Investment Management

  • Fees begin at 1% of investments managed and tier lower. 

  • Custom portfolios tailored to you

  • Monitor, review, and re-balance 

  • Comprehensive financial planning

  • Goal prioritization and  implementation

  • Minimum of $250K in investments

  • Cancel anytime

$300 - $600

Financial Planning

Ongoing Financial Planning 

  • Fees range from $300-$600 a month (based on complexity)

  • One-time initial fee of $1,000

  • Comprehensive financial planning

  • Goal prioritization and implementation

  • Investment advisement (client responsible for providing statements and implementing)

  • Cancel anytime

starting at

One-time Plan

Develop an actionable plan

  • One-time plans starting at $2,500

  • Develop a plan to make your money work towards your goals in meaningful ways

  • A series of two to three virtual meetings

  • Complimentary investment review

All plans involve working one-on-one with a CERTIFIED FINANCIAL PLANNER™


Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a call on our calendar.


If you are currently experiencing financial hardship you are not alone.  GuidePoint offers pro-bono (no cost) financial planning to families who want to start down the path of making positive financial changes. Please click here if you are interested in learning more about how we may be able to work together.