Wesley Delcol is a CFP-designated registered investment advisor at Guidance Point Advisors, LLC, based in Wellesley, MA, with 20 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 255 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees typically range from 0.50% to 1.50% annually and are negotiable based on account size, existing fee structures, and services used.
Fee Estimator
Location
Wellesley, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wesley is a 10% shareholder of Guidance Point Retirement Services, LLC since 2012. He spends minimal time on this activity.
Employment History
Current Registrations
Guidance Point Advisors, LLC
Previous Registrations
Retirement System Investors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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