GUIDEPOST FINANCIAL PLANNING, LLC

GUIDEPOST FINANCIAL PLANNING, LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 141947). Regulatory assets under management: $30.4M.

Registration

• CRD: 141947
• Type: Registered investment adviser
• Location: 2601 SOUTH LEMAY, FORT COLLINS, CO, 80525
• Phone: 970-419-8212
• Latest filing: 2026-03-30
• Regulatory AUM: $30.4M
• Discretionary AUM: $30.4M
• Clients: 1
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141947 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search