Guideway Financial, LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Guideway Financial, LLC charges an annual fee of $4,000-$65,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000-$65,000/yr
“Initial Year of Open Retainer: $5,000 - $65,000 Years 2+ of Open Retainer: $4,000 - $50,000 Open Retainer fees are calculated annually and payable either quarterly or monthly, in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guideway Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and paid as described below.”
- “In GF’s sole discretion, fees may be paid with one-half due at the beginning of the engagement and the remainder upon completion of the written plan, or on a monthly or quarterly basis.”
- “They require a partial payment which is set by the Advisor at the beginning of the engagement, and the remainder is either paid monthly or due upon completion, as determined by GF.”
How Guideway Financial, LLC’s fees compare
- Its annual fee of $4,000-$65,000 spans the Texas median of $6,000. 95% of the 106 other Texas planners that publish an annual fee charge less.
- 21 of the 22 other planners in Austin that publish an annual fee charge less.
About Guideway Financial, LLC
“A Guideway Financial, LLC (“GF”) is a fee-only holistic financial planning firm that specializes in providing comprehensive financial planning and portfolio management services to individuals and families.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 3% a year
- Minimum
- $150,000 in assets (stated in brochure)
- Clients
- 46
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $69,402,885
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168317
- Phone
- (512) 487-7762
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.