Fee-only adviser · Reno, NV
Guided Choice Asset Management, Inc.
Guided Choice Asset Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Reno, Nevada. On its latest Form ADV, filed March 27, 2026, it reports $8.5B in regulatory assets under management, 59,346 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 112674 · SEC file 801-61922 |
| Office | 200 S Virginia Street Suite 310 Reno, NV 89501 |
| Phone | (888) 675-4532 |
| Website | guidedchoice.com |
| Regulatory assets under management | $8.5B |
| Individual clients | 59,346 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reno
- RB Capital Management, LLC $931M
- Vantage Wealth Planning $265M
- Elevage Partners, LLC $155M
- Kmi Wealth Advisors $55M
- Sensible Portfolios, LLC $195M
- Sierra Management Group $127M
See all 26 fee-only advisers in Reno →
Nearby
- Incline Village 8 firms
- Crystal Bay 1 firm
- Dayton 1 firm
- Tahoe City 2 firms
- Alpine Meadows 1 firm
- Glenbrook 2 firms
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