Ryan Phillips, CFP®, CFA GuidePoint Financial Planning

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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.

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Recently Published

2021 Child Tax Credit - Still Time to Plan

July 23, 2021

Starting in mid-July, families across the US with children aged 17 and younger, began receiving monthly payments from an enhanced Child...

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Top Questions to Ask a Financial Advisor

May 6, 2021

I was recently quoted in UpJourney discussing top questions to ask a financial advisor before hiring them. The article tabulated...

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When to Rebalance your 401(k) or Investment Account

February 8, 2021

In the wake of the nations fascination and craze with Gamestops rise and fall I thought it would be a good time to re-visit a core pillar...

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Ideal Clients

  • Family Financial Planning
  • Investment Planning & Management
  • Pro Bono
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $500+/engagement
  • AUM: 1.00%

SEC Records