Guidestone Advisors

CRD#149624
Investment Advisor Firm

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Learn more about Guidestone Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Guidestone Advisors is located at 5005 Lbj Freeway, Dallas, TX. The firm employs 21 financial advisors. Guidestone Advisors is not a registered broker-dealer.

    The firm manages $1.6 billion in assets under management across 4,414 accounts, all of which are discretionary. Over the past year, 2,000 clients received financial planning services. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. Guidestone Advisors serves retail investors, high net worth investors, and corporations, with retail investors representing the largest client type by accounts. The firm operates with an asset-based and fixed fee structure. There are 563 high net worth clients. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a commodity pool advisor.

    Guidestone Advisors is registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming, Missouri, Washington, Texas, and New Hampshire.

    Assets Under Management

    $1.6 billion

    Number of Advisors

    21

    Disclosures

    No

    Office Location

    5005 Lbj Freeway
    Dallas, TX 75244-6152

    Guidestone Advisors by the Numbers

    Total Assets Under Management

    $1.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    31

    National Average: 64
    Total Number of Accounts

    4,414

    National Average: 375,227
    Average Account Size

    $360.7 thousand

    National Average: $23.0 thousand
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    Products and Services

    Services that Guidestone Advisors provides include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the last financial year, Guidestone Advisors provided financial planning services to 2000 of its customers. The firm does sell products or offer services different than investment advisory services to its customers. Guidestone Advisors is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, and commodity pool advisor.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Guidestone Advisors can include some combination of the following fee types: asset-based and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Guidestone Advisors. The company is able to withdraw its expenses directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Guidestone Advisors works with retail investors, high net worth investors, and corporations. Out of its 4,414 clients, Guidestone Advisors's biggest client type by number of accounts is retail investors, but it also serves 563 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 29.87%
    • Other Individuals - 70.08%
    • Corporations - 0.05%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Guidestone Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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