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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2019
- Office Locations
- 1
Office Locations
About Golden Guidance LLC
Golden Guidance LLC is an Overland Park, Kansas RIA focused on tax planning/preparation and retirement planning geared toward financial independence, serving retail clients including business owners and entrepreneurs. Portfolios are implemented primarily with ETFs in SMAs, with limited use of corporate bonds and cash. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 88.7% is discretionary and 11.3% is non-discretionary.
The firm reports 1 advisory representatives and 54 clients, or 54 clients per representative. That equates to $360.5K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
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The full Golden Guidance LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LUKE MARTIN TAIT
Chief Compliance Officer, Managing Member, Senior Account Executive
- CRD
- #6076632
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,276,000 | -- |
| Non-Discretionary | $2,191,000 | -- |
| Total | $19,467,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Golden Guidance LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.