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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2008
- Office Locations
- 3
Office Locations
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
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CRM
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Owner & Executives
WESLEY AUSTIN DELCOL
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2979272
- Ownership
- 50% but less than 75%
ROBERT EGIDIO DELCOL
Attorney
- CRD
- --
- Ownership
- 10% but less than 25%
Meridian catalyst
Pioneer vertex
- CRD
- #44935
- Ownership
- 13.3%
Showing 2 of 4 owners & executives
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CHRISTOPHER ROBERT DEL COL
Investment Consultant
- CRD
- #1894240
Curtis James Worcester
Investment Consultant
- CRD
- #7210487
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
| 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 |