# Guiding Wealth Management

Guiding Wealth Management is a Bank / Wealth / Trust based in Richardson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Richardson, United States
- **Region:** North America
- **Address:** Richardson, TX, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** guidingwealth.com
- **LinkedIn:** https://www.linkedin.com/company/guiding-wealth

## Regulatory record

- **CRD number:** 175242
- **Registration status:** State-Registered Investment Adviser (CA, TX, VT) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Guiding Wealth Management opened in 2012 when founder Hannah Moore, a certified financial planner, built a practice around fee-only financial planning and investment management in Richardson, Texas. The firm emerged from a conviction that comprehensive planning — not episodic transactional advice — produces better outcomes for families. Moore has publicly advocated for financial planners to narrow their focus to a specific client niche, a philosophy the firm itself reflects in its deliberate approach to client selection. The firm's investment posture centers on evidence-based portfolio construction, typically deploying client capital across globally diversified, low-cost fund structures rather than individual securities. The advisory model blends long-term strategic asset allocation with periodic rebalancing, weighted toward equities and fixed-income exposures appropriate for clients in or approaching retirement. Guiding Wealth Management operates as a compact practice rather than a multi-office aggregator, with the core team working out of Richardson. Moore has built a secondary audience through the firm's podcast and through training programs for financial planners, extending the firm's visibility beyond its immediate Dallas-area client base. The firm has not disclosed outside capital raises or institutional separate-account mandates that would shift it away from a pure retail RIA posture. No recent acquisitions or branch openings have been reported. The firm's structural differentiator lies in the talent pipeline Moore has created alongside the advisory practice. Through workshops and coaching targeted at next-generation financial planners, Guiding Wealth operates with a dual mandate: serve clients through a micro-firm model while simultaneously training the broader profession in niche-focused practice management. This educator-operator hybrid is uncommon among firms of comparable size.

## Questions

### Does Guiding Wealth Management participate in direct deals or only fund commitments?

The firm constructs client portfolios using low-cost, diversified fund vehicles rather than direct investments into private companies. There is no public record of the firm offering direct deal access, co-investments, or proprietary private-market vehicles — its model is rooted in publicly traded securities and strategic planning.

### What investment strategy does Guiding Wealth Management use?

The firm follows an evidence-based investment philosophy grounded in modern portfolio theory. Client assets are allocated across globally diversified equity and fixed-income exposures, with portfolios constructed from low-cost index and factor-based funds and periodically rebalanced to target allocations.

### How does Guiding Wealth Management source its clients?

The firm attracts clients primarily through Hannah Moore's public voice — including the firm's podcast and her work training financial planners — rather than through traditional marketing or advisor aggregator networks. Its posture is intentionally selective, targeting individuals and families during major financial transitions.

## Related profiles

- [GuideStream Financial](https://altss.com/profile/guidestream-financial)
- [Guilder Capital](https://altss.com/profile/guilder-capital)

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Updated: 2026-10-23T10:17:44.311Z

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