Nick Guida
Nick Guida is a registered investment advisor at Guidance Wealth Advisors LLC, based in Lebanon, NJ, with 11 years of industry experience. Nick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 95 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guidance Wealth Advisors charges a one-time fixed fee between $1,000 and $10,000 for creating your initial financial plan. After that, they charge an annual fee based on the value of your investments. While most clients pay 1.40% per year, this fee is negotiable and may be higher or lower depending on the size of your account and other factors. This fee includes the cost of any independent money managers they select to manage your account.
Location
1225 Nj - Route 31 South, Building C, Suite 324, Lebanon, NJ, 08833
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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 ActivitiesSells Insurance
Nick is the owner and insurance agent at Guidance Income Advisors, LLC, dedicating about 10-20% of his time to this role. He is also a managing member, CCO, and IAR at Guidance Wealth Advisors, spending nearly full-time hours in this capacity, and a member of Guidance Solar Advisors, LLC, spending a few hours per week. Nick is also a published author, dedicating a few hours per week to writing books and articles.
Employment History
Current Registrations
Guidance Wealth Advisors LLC
Previous Registrations
A Better Way Financial, LLC
Retirement Wealth Advisors, INC.
State Registrations2 states
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.