Guidepoint Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Ongoing Financial Planning Services Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing annual fee that is paid monthly, in arrears, at the rate of $300.00 - $600.00 per month, based on the complexity and needs of the client.”

Monthly fee

$300⁠-⁠$600/mo

From the same sentence as above.

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

How Guidepoint Financial Planning bills

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

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “Fees for this service may be paid by electronic funds transfer or check.”

How Guidepoint Financial Planning’s fees compare

• Its flat or project fee of $1,000 is below the Virginia median of $4,250. 11% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 6 other planners in Reston that publish a flat or project fee charge less.

About Guidepoint Financial Planning

• Principal: Ryan Phillips
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

1% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$32,440,740

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309428

Website

guidepointfp.com (opens in new tab)

Phone

(703) 489-8925

Other planners in Reston that publish fees

• Acorn Financial Advisory Services, Inc.Reston$175⁠-⁠$1,295/hr, $3,750
• Brighter Financial Capital Management, LLCReston$150/hr
• Buchanan Wealth ManagementReston$300/hr
• Grey Kirwan FinancialReston$400/hr, $20,000
• Hopwood Financial Services, Inc.Reston$250/hr
• Kaplan Wealth Management, Inc.Reston$150⁠-⁠$250/hr

Compare all 21 planners in Reston