FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.

FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC. of OLMSTED FALLS, OH is an SEC-registered investment adviser (CRD 120856). Regulatory assets under management: $52.8M.

Registration

• CRD: 120856
• Type: Registered investment adviser
• Location: 8162 COLUMBIA ROAD, OLMSTED FALLS, OH, 44138-2043
• Phone: 440-235-0310
• Latest filing: 2026-03-18
• Regulatory AUM: $52.8M
• Non-discretionary AUM: $52.8M
• Clients: 1
• Accounts: 224

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search