CRD: 141947
Guidepost Financial Planning, LLC
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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2006
- Office Locations
- 1
Office Locations
About Guidepost Financial Planning, LLC
Guidepost Financial Planning is a fee-only, independent fiduciary practice led by CERTIFIED FINANCIAL PLANNERâ„¢ professionals in Fort Collins, CO. The firm provides financial planning and ongoing portfolio management with an emphasis on tax minimization, risk management, and principal protection through varied markets. Portfolios commonly use ETFs and mutual funds and are custodied primarily at Schwab. Offers a no-charge introductory meeting.
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Owner & Executives
ARLEN THOMAS OLBERDING
Financial Advisor, General Partner, Manager
- CRD
- #4187734
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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