LP Profile

Guidance Point Retirement Services

Also known as guidance point retirement services

Wealth ManagerPortland, United StatesFounded 2012
Portland
Headquarters
Investment Focus

About Guidance Point Retirement Services

We are an independent institutional investment advisory and retirement plan consulting firm. We are a 100% fee-for-service consulting firm as we serve our clients as fiduciaries in every relationship.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Guidance Point Retirement Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$88.2M
Total Clients
8
Filing Date
May 5, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Guidance Point Retirement Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Guidance Point Retirement Services?

Guidance Point Retirement Services is a wealth manager based in Portland, United States.

Where is Guidance Point Retirement Services headquartered?

Guidance Point Retirement Services is headquartered in Portland, United States.

When was Guidance Point Retirement Services founded?

Guidance Point Retirement Services was founded in 2012.

How can I contact Guidance Point Retirement Services?

Verified contact details, key decision-makers, and investment preferences for Guidance Point Retirement Services are available on LPbacked. Create a free account to access them.