G
$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VectorLegacy oak +more
- Established Date
- 07-10-2020
- Office Locations
- 1
Office Locations
-- Reston VA
About Guidepoint Financial Planning
GuidePoint Financial Planning is a fee-only RIA in Northern Virginia led by Ryan Phillips, CFA, CFP®, serving busy families seeking an actionable path to financial independence. The firm provides financial planning and ongoing portfolio construction, typically using diversified mutual funds and ETFs with an emphasis on asset allocation and risk management. Custody is primarily at Schwab.
Team overview
-- AVG AGE
$32.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Catalyst Legacy insight Summit
Custodian
Radial
Investment Themes
Summit Legacy pioneer Matrix insight
Investment Vehicles
Momentum matrix
Platform
Catalyst
Services
Signal Summit Meridian insight Atlas Atlas Timber Beacon Delta
Technology
Prime Bridge Quantum harbor Peak vital Catalyst Ember timber
Owner & Executives
R
RYAN CHRISTOPHER PHILLIPS
Chief Compliance Officer, Founder
- CRD
- #5812136
- Ownership
- 75% or more
(534) 946-4108
vector.frontier@vitalcapital.com
in linkedin.com/in/pioneer-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,440,740 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,440,740 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,440,740
Public Funds:
28.9% Equity - Exchange:
37.4% Cash:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $457,078,529 | 28.9% |
| Equity - Exchange | $591,513,391 | 37.4% |
| Cash | $532,994,687 | 33.7% |
| Total | $1,581,586,607 | 100.0% |