Guiding Wealth Management offers personalized investment management and comprehensive financial planning services for individuals and high-net-worth clients. Founded in 2013 and led by Hannah Moore, the firm helps clients build customized investment portfolios based on their individual goals, time horizons, and risk tolerance. In addition to managing investments, Guiding Wealth Management provides holistic financial planning covering retirement projections, tax strategies, estate planning coordination, cash flow and debt management, insurance reviews, risk management, employee benefits optimization, college savings, and business planning. The firm operates as a registered investment advisor and acts in the best interest of its clients, utilizing Charles Schwab & Co. as a qualified custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. The firm enforces a combined minimum annual fee of $5,500 where asset-based and planning fees are credited together.