# Guidepost Financial Planning

Guidepost Financial Planning is a RIA based in Fort Collins, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Collins, United States
- **Region:** North America
- **Address:** Redwood City, CA, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** guidepostfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/arlen-olberding-52bbba5

## Regulatory record

- **CRD number:** 141947
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141947

## About

Guidepost Financial Planning, LLC is a state-registered investment adviser in Fort Collins, CO. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Barry L. Kaplan — President, Principal

## Questions

### How does Guidepost Financial Planning charge for its services?

Guidepost charges on an hourly, fee-only basis rather than through assets-under-management or commission-based structures. This model allows clients to pay only for the planning work or advice they need. The firm does not take custody of client assets, which removes the conflict of interest associated with gathering assets to generate fees (per SEC registration, public record).

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

Barry L. Kaplan, the president and principal, is the central figure in all planning and advisory decisions. The practice operates as a small, owner-led firm, meaning investment philosophy and client recommendations are driven directly by Kaplan. No separate investment committee or external portfolio management structure has been disclosed (per SEC registration, public record).

### Does Guidepost Financial Planning participate in fund commitments or only direct advice?

The firm provides only financial planning advice and does not participate in fund commitments, direct venture deals, or private investments on behalf of clients. Its model is consultative: Guidepost develops plans and recommendations, but clients implement those strategies through their own chosen custodians and accounts.

### What investment stages or sectors does Guidepost Financial Planning typically target?

Guidepost does not target specific investment stages or sectors in the institutional sense. The practice focuses on personal financial goals — retirement income, tax planning, and portfolio construction — rather than seeding companies or sectors. Its client base is individuals, not institutional allocators.

## Related profiles

- [MARK L. WESTERMAN, CPA](https://altss.com/profile/mark-l-westerman-cpa)
- [West Coast Capital Management](https://altss.com/profile/west-coast-capital-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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