# Guidance Point Retirement Services

Guidance Point Retirement Services is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Bangor, ME, United States
- **Founded:** 2012
- **Assets under management:** $2.57B
- **Website:** www.guidancepointrs.com
- **LinkedIn:** https://www.linkedin.com/company/guidance-point-retirement-services

## Regulatory record

- **CRD number:** 161000
- **SEC file number:** 801-73184
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161000

## About

Guidance Point Retirement Services is an SEC-registered investment adviser in Portland, ME, registered since 2012. The firm manages approximately $88 million in assets. It has 8 employees and 6 investment advisers.

## Questions

### What services does Guidance Point Retirement Services provide?

Guidance Point focuses on retirement income planning, Social Security claiming strategies, and decumulation planning for individuals, families, and small business owners. The firm operates as a fee-based registered investment advisor serving clients in Maine and northern New England. Its practice centers on publicly traded securities, fixed-income instruments, and insurance-based retirement products.

### How does the firm charge for its services?

Guidance Point operates on a fee-based advisory model typical of registered investment advisors. Client relationships are structured around financial planning and asset management fees rather than commission-based brokerage. Specific fee schedules are not publicly disclosed.

## Related profiles

- [Guidance Capital](https://altss.com/profile/guidance-capital)
- [GuideOne Insurance](https://altss.com/profile/guideone-insurance)

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Last updated: 2026-07-08T22:04:44.226Z

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