Benjamin James Smith
Investment adviser representative at Guidance Point Retirement Services, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$85.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Guidance Point AdvisorsApr 2012 to now
- Guidance Point Retirement Services, LLCFeb 2012 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ME).
Guidance Point Retirement Services, LLC
$85.4MAssets managed
7Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6027765
- Firm CRD
- 161000