TrueAdvisor
TrueAdvisor
LP
CFP
LP
CFP

Larry David Pelletier

Guidance Point Advisors, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Guidance Point Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

New Bern, NC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Guidance Point Advisors, LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Guidance Point Retirement Services, LLC
January 2018 - February 2018 · 1 mo
Bigelow Investment Advisors, LLC
May 2008 - January 2017 · 8 yrs 8 mos
State Registrations2 states
MENC
Advisor
Exams
No exam information available for this advisor.