WD
CFP
WD
CFP

Wesley Austin Delcol

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

Wellesley, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wesley is a 10% shareholder of Guidance Point Retirement Services, LLC since 2012. He spends minimal time on this activity.

Employment History
Current Registrations
Guidance Point Advisors, LLC
December 2008 - Present · 17 yrs 2 mos
Previous Registrations
Retirement System Investors INC
May 2006 - October 2008 · 2 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.