Ryan Phillips, CFP®, CFA GuidePoint Financial Planning
- 12020 Sunrise Valley Drive Suite 100, Reston, VA 20191
- (703) 489-8925
- http://www.guidepointfp.com/
About Ryan Phillips, CFP®, CFA
I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most.
For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow.
As a planner, one of my favorite quotes is, “The best time to plant a tree was 20 years ago – the second best time is now.” If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.
Recently Published
How Much Risk Do We Have? SVB Bank Collapse
March 16, 2023How much risk do we have in our portfolios? This is a question a lot of investors have been asking themselves as a banking crisis began...
What Type of Contribution? Roth or Traditional?
December 20, 2022One of the most impactful items you can review each year is your retirement account contributions. For 2023, the contribution limit...
College Savings Check-up
October 24, 2022For many parents in the DC area, investing in their children’s future is a top priority. From a full calendar of enriching activities,...
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Family Financial Planning
- Investment Planning & Management
- Pro Bono
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1250+/qtr
- Flat Fee: $2500+/engagement
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
