# Guidepoint Financial Planning

Guidepoint Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/guidepoint-financial-planning

## Regulatory record

- **CRD number:** 309428
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309428

## About

Guidepoint Financial Planning is a state-registered investment adviser. The firm manages approximately $32 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Client Services
- Financial Planning
- Wealth Management

## Questions

### Who runs investment decisions at Guidepoint Financial Planning?

No named investment principals are publicly disclosed. The firm's website and LinkedIn provide no team biographies, making it impossible to identify the CIO or lead advisors.

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- [TEAM WEALTH & TAX ADVISORS](https://altss.com/profile/team-wealth-and-tax-advisors)
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Last updated: 2026-07-06T01:24:17.746Z

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