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Guidance Point Advisors, LLC

Guidance Point Advisors, LLC. CRD 148768

Guidance Point Advisors, LLC logo

CRD: 148768

Guidance Point Advisors, LLC

Wellesley, MA
6178696653
$558.3M Total AUM
$558.3M Disc. AUM
-- 3Y CAGR
5 Employees
258 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
10-01-2008
Office Locations
3

Office Locations

108 State Street Bangor ME
136 Commercial Street Suite 301 Portland ME
-- Wellesley MA

About Guidance Point Advisors, LLC

Guidance Point Advisors is a Wellesley, MA RIA delivering goal-based financial planning and discretionary portfolio management, from discovery through account setup and ongoing oversight/reporting. The firm builds personalized allocations using ETFs, mutual funds, and fixed income solutions, and commonly supports business owners and entrepreneurs. Custody is often via Fidelity/NFS. Team brings 100+ years of collective investment experience.

Team overview

53 AVG AGE
$111.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
12.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

North Momentum Meridian

Client Personas

Pioneer Foundation meridian

CRM

Alpha

Custodian

Delta Atlas vertex Capital fusion Atlas

Investment Themes

Vital

Investment Vehicles

Oak optima

Platform

Quantum

Services

Alpha Foundation pathway Matrix capital Horizon Element harbor Catalyst Insight vital Signal crest

Owner & Executives

W

WESLEY AUSTIN DELCOL

Chief Compliance Officer, Managing Member, Owner

CRD
#2979272
Ownership
50% but less than 75%
(464) 836-6281
oak.glacier@northcapital.com
in linkedin.com/in/radial-north
ROBERT EGIDIO DELCOL

ROBERT EGIDIO DELCOL

Attorney

CRD
--
Ownership
10% but less than 25%
(298) 689-3877
legacy.meridian@matrixcapital.com
in linkedin.com/in/zenith-summit
M

Meridian catalyst

Pioneer vertex

CRD
#44935
Ownership
13.3%
(859) 642-1993
bridge.ember@wavecapital.com
in linkedin.com/in/ember-quantum

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Contacts

CHRISTOPHER ROBERT DEL COL

CHRISTOPHER ROBERT DEL COL

Investment Consultant

CRD
#1894240
(818) 597-5802
unison.glacier@catalystcapital.com
in linkedin.com/in/crest-timber
C

Curtis James Worcester

Investment Consultant

CRD
#7210487
(631) 342-2008
value.signal@harborcapital.com
in linkedin.com/in/crest-fusion

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-06-2022
05-03-2023
10-03-2024
02-11-2025
02-10-2026
Category Assets AVG. Account size
Discretionary $558,277,757 $796,402
Non-Discretionary $0 --
Total $558,277,757 $796,402

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Separately Managed Accounts

Total SMA Asset: $558,277,757

$558.3M Total SMA
Public Funds:
17.2%
Equity - Exchange:
19.7%
U.S. Government/Agency:
15.3%
Cash:
4.4%
Corporate - Investment Grade:
24.7%
Municipal Bonds:
18.7%
Asset class Assets Assets %
Public Funds $1,055,496,107 17.2%
Equity - Exchange $1,208,911,239 19.7%
U.S. Government/Agency $938,900,607 15.3%
Cash $270,010,632 4.4%
Corporate - Investment Grade $1,515,741,503 24.7%
Municipal Bonds $1,147,545,187 18.7%
Total $6,136,605,275 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BEACON VERTEX BRIDGE SIGNAL RADIAL 8L6XU3UCY QDZN 4.30% $14,785,548
RIDGE QUANTUM OPTIMA WAVE FOUNDATION RR8PO3OLF PKRNP 11.00% $95,427,531
SUMMIT TIMBER RADIAL PATHWAY OAK 10S04C7MC KZOML 11.48% $74,371,542
LEGACY RIDGE DELTA VECTOR VERTEX XAM8539MG ULDIJ 7.23% $32,083,114
PIONEER ATLAS GLACIER INSIGHT WRIC35N6S PPA 6.48% $22,416,288
VECTOR EAGLE OPTIMA FOUNDATION ATLAS 8O4QF9QL2 HYIAY 4.56% $102,396,165
ZENITH UNISON GLACIER MERIDIAN VALUE 9Z3OTJ1OK DKT 6.88% $24,417,125
CREST ZENITH SUMMIT PIONEER 98ET3N23W DUO 9.33% $79,061,811

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