Guiding Financial, led by Cindy Kleiner, offers financial planning, counseling, and coaching services, often as part of a holistic approach. They primarily focus on a six-month program, with additional services available. Guiding Financial also provides investment management services through third-party managers like Geowealth Management and Asset Dedication. They assist clients in selecting an appropriate allocation model and monitor performance. Guiding Financial also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee includes the 0.35% fee paid to the third-party investment advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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