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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-11-2013
- Office Locations
- 1
Office Locations
About Guideway Financial, LLC
Guideway Financial is an Austin, TX fee-only RIA providing holistic financial planning and investment advice. Services include portfolio analysis and investment advisory plus cash flow, tax, estate, retirement, and business planning. Investment work emphasizes balancing risk and probable income; retirement planning uses patented techniques to set an income time horizon.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Guideway Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHARON JOAN LEAR
Financial Advisor, General Partner, Managing Member
- CRD
- #6223622
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAMES ALLYN LEAR
Advisor
- CRD
- #6259405
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,099,707 | -- |
| Non-Discretionary | $3,303,178 | -- |
| Total | $69,402,885 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Guideway Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.