TG
ChFC

Troy Michael Guerrette

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
6 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$10,000
Financial Plan Fee:$7,500
Hourly Rate:$100 - $350/hr

The fee for a comprehensive fiduciary review is $7,500. Fees for ongoing consultant services are fixed, with a minimum annual retainer of $10,000, dependent on factors like time spent, complexity, liability, portfolio size, and meetings required. Some clients may be charged based on a percentage of assets under management, or a combination of fixed and asset-based fees. Hourly fees range from $100 to $350 per hour. Plan participants do not incur fees for advisory services covered under the agreement with the plan sponsor.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location
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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Employment History
Current Registrations
Guidance Point Retirement Services, LLC
April 2025 - Present · 9 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
May 2024 - March 2025 · 10 mos
Lincoln Financial Advisors CorporationBroker
September 2011 - May 2024 · 12 yrs 8 mos
Lincoln Financial Distributors, INC.Broker
November 2009 - December 2012 · 3 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
October 2007 - September 2011 · 3 yrs 11 mos
Lincoln Financial Distributors, INC.Broker
December 2006 - October 2007 · 10 mos
The Lincoln National Life Insurance CompanyBroker
January 1997 - June 2006 · 9 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
October 1996 - December 2006 · 10 yrs 2 mos
Unum Sales CorporationBroker
November 1993 - October 1996 · 2 yrs 11 mos
State Registrations2 states
MENH
Advisor
Exams
No exam information available for this advisor.