Learn About Guided Wealth

About

Wealth management built for you.

We’re a new kind of financial planning and investment management firm dedicated to helping you reach your goals.  We cater to busy professionals and families who are comfortable with technology but want more than just an automated investing service.  We offer an ideal combination of great advice and custom planning along with state-of-the-art technology.

We are based in Houston, Texas, but if you prefer the convenience of virtual meetings, we can help you no matter where you are.*

*We are currently able to serve residents of every US state except Hawaii, Nebraska, and New Hampshire. 

 

Guided Wealth Management:  Quick Facts

 

Fee-only? Yes This means we only get paid by you, not anyone else, through fees. No commissions!
Fiduciary? Yes This means that we are legally required to always put your interests first. We wouldn’t have it any other way!
Independent? Yes We are free to recommend only the most cost-effective products. No pushing proprietary funds that simply cost you more.
Credentials? Yes All Guided clients will work with a team including a CERTIFIED FINANCIAL PLANNER® professional. Also Guided received the highest possible rating from the Paladin Registry, an independent rating agency for financial advisors.
Investment Management? Yes Customized asset management with low-cost investment options to keep more of your money working for you.
Financial Planning? Yes Ongoing custom financial planning to help you achieve your goals.
Minimum Investment? No We know everyone has to start somewhere. We just ask that you commit to monthly auto-deposits so you’re always saving for your future.
Fee-only
This means we only get paid by you, not anyone else, through fees. No commissions!
Fiduciary
This means that we are legally required to always put your interests first. We wouldn’t have it any other way!
Independent
We are free to recommend only the most cost-effective products. No pushing proprietary funds that simply cost you more.
Credentials
All Guided clients will work with a team including a CERTIFIED FINANCIAL PLANNER® professional. Also Guided received the highest possible rating from the Paladin Registry, an independent rating agency for financial advisors.
Investment Management
Customized asset management with low-cost investment options to keep more of your money working for you.
Financial Planning
Ongoing custom financial planning to help you achieve your goals.
Minimum Investment
We know everyone has to start somewhere. We just ask that you commit to monthly auto-deposits so you’re always saving for your future.





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