Guidance Point Advisors, Llc
- Regulatory AUM
- $558M
- Discretionary
- $558M
- Clients
- 255
- Avg AUM / client
- $2.2M
- Accounts
- 701
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $63.2M | 11.3% |
| High net worth individuals | 90 | $494M | 88.5% |
| Other | 3 | $951K | 0.17% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Delcol, Robert, Egidio | Member/Owns Preferred A Shares,Non Voting | Oct 2008 (18y) | 10% – 25% | |
| Wesley Austin Delcol | Managing Member/Chief Compliance Officer/Owns Common Shares | CFP | Oct 2008 (18y) | 50% – 75% |
| Benjamin James Smith | Member/Preferred Unit Holder And Principal | CFA | May 2012 (14y) | 10% – 25% |
| Andrew Jay Walker | Member/Preferred Unit Holder And Principal | Aug 2013 (13y) | 10% – 25% | |
| Christopher Robert Del Col | Registered representative | Dec 2016 (10y) | ||
| Curtis James Worcester | Registered representative | Mar 2021 (5y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $558M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗