Guide Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“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 or project fee

Up to $500

“Fees for a Financial MRI will be a negotiable flat fee of $0-$500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guide Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If Client cancels after five (5) business days a pro-rata fee based on the number of hours that Guide Advisors has expended up until termination and a rate of $250 per hour will be due to Guide Advisors based on work completed.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and is negotiable based on - 3Guide Advisors, Inc. the amount of assets and the Model Portfolio chosen.”
• “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”

How Guide Advisors, Inc.’s fees compare

• Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Bothell that publish an hourly rate charge less.
• Its flat or project fee of up to $500 is below the Washington median of $3,250. None of the 103 other Washington planners that publish a flat or project fee charge less.

About Guide Advisors, Inc.

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

5

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281828

Website

instagram.com/randalle.davey/# (opens in new tab)

Phone

(206) 486-2477

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Massachusetts, Maryland, Missouri, North Carolina, Nebraska, New Hampshire, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington

Other planners in Bothell that publish fees

• A5 Financial LLCBothell$250/hr
• Kanso CapitalBothell$200/hr
• Sound Investment Strategies, Inc.Bothell$25⁠-⁠$500/qtr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 6 planners in Bothell