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FINANCIAL GUIDANCE GROUP, INC.
CRD 108799 · SEC 801-80958
TN, United States
Phone
727-787-7526
Fax
727-789-2643
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.4M
Discretionary AUM
$288.4M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $73.2M |
| High net worth individuals | 70 | $212.4M |
| Pension/profit sharing plans | 5 | $2.9M |
States served
TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD