# Guide Advisors, Inc.

> Guide Advisors, Inc. is an SEC-registered investment advisory firm in Bothell, WA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 17, 2026.

- CRD: 281828
- Filed as: GUIDE ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bothell, WA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281828
- AdvisorCensus page: https://advisorcensus.com/firm/guide-advisors-inc-bothell-wa-281828

## Quick answers

**How is Guide Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Guide Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**How much does Guide Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated January 19, 2026 states: Hourly rate: $250 an hour (Standard Financial Plan); Flat fee: $500 to $3,000 (Standard Financial Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Guide Advisors, Inc. located?**
Guide Advisors, Inc.'s principal office is in Bothell, WA, according to its Form ADV.

**Is Guide Advisors, Inc. registered with the SEC or a state?**
Guide Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 281828.

**Does Guide Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281828

**Does Guide Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 19, 2026 says: "Guide Advisors does not require an account minimum."

**What changed in Guide Advisors, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MA, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated January 19, 2026)

- Account minimum: None

> Guide Advisors does not require an account minimum.

- Hourly rate: $250 an hour (Standard Financial Plan)

> A Standard Financial Plan is available for either a non-negotiable hourly fee of $250 or a fixed fee ranging between $ 500 and $3,000.

- Flat fee: $500 to $3,000 (Standard Financial Plan)

> A Standard Financial Plan is available for either a non-negotiable hourly fee of $250 or a fixed fee ranging between $ 500 and $3,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, KS, MA, MD, MO, NC, NE, NH, OH, OK, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [gfgfinancial.com](https://gfgfinancial.com)
- [guideadvisors.com](https://guideadvisors.com)
- Facebook @Guide-Advisors
- Facebook facebook.com
- Instagram @guideadv
- Instagram @randalle.davey
- LinkedIn @guideadvisors
- LinkedIn @dan-chappelle-clu®-ricp®-cltc®-95a830
- LinkedIn @jonathan-heras-7596376
- LinkedIn @kristine-geer
- LinkedIn @randall-e-davey-cap®-a6b2a4296
- LinkedIn @ron-geer-a97a017

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MA, NC.

### September 2026
- Registered or notice-filed in MO.

### March 2026
- Registered or notice-filed in NE, NH.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guide Advisors, Inc. (CRD 281828): Form ADV filing data as of October 2026.
