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RIA / WealthRegistered adviserother adviserSEC registeredRAUM under $100M

GUIDANCE POINT RETIREMENT SERVICES, LLC

CRD 161000

PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390a81d7-8e4d-a8e5-2004-bcfe91818eb1

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2012 to Sep 17, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.68 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $85.4MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $85.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $12.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 8
SEC number: 801-73184
CRD: 161000
Filings on the tape: 38
First filed: Feb 8, 2012
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEBRA ANN LEVINE	n/a	PORTLAND, ME \| El Dorado Hills, CA	11	30	n/a	no
Christopher James Ray	n/a	PORTLAND, ME	2	30	n/a	no
Brady Boone Miller	n/a	PORTLAND, ME	1	11	n/a	no
TROY MICHAEL GUERRETTE	Chartered Financial Consultant	PORTLAND, ME \| BOW, NH	1	30	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WALKER, ANDREW, JAY	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	D	yes	12/2011	Feb 8, 2012	Sep 24, 2024
CAMDEN NATIONAL CORPORATION	Owner	B	no	04/2012	Dec 23, 2013	Sep 24, 2024
DELCOL, WESLEY, AUSTIN	Owner	B	no	03/2012	Apr 4, 2012	Sep 24, 2024
SMITH, BENJAMIN, JAMES	CHIEF INVESTMENT OFFICER	B	no	03/2012	Apr 4, 2012	Sep 24, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bangor	Me	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$88.2M	$88.2M	8	6	3	n/a	n/a
2024	Mar 25, 2025	$62.9M	$62.9M	7	6	2	n/a	n/a
2023	Mar 2, 2024	$64.3M	$64.3M	5	4	3	n/a	n/a
2022	Mar 1, 2023	$62.7M	$62.7M	7	6	3	n/a	n/a
2021	Mar 4, 2022	$73.8M	$73.8M	5	5	2	n/a	n/a
2020	Mar 24, 2021	$77.4M	$77.4M	6	5	2	n/a	n/a
2019	Mar 12, 2020	$76.3M	$76.3M	6	5	2	n/a	n/a
2018	Mar 11, 2019	$58.0M	$58.0M	6	5	3	n/a	n/a
2017	Mar 13, 2018	$65.0M	$65.0M	7	6	3	n/a	n/a
2016	Mar 9, 2017	$56.5M	$56.5M	6	5	n/a	n/a	n/a
2015	Mar 4, 2016	$51.2M	$51.2M	4	4	n/a	n/a	n/a
2014	Mar 26, 2015	$56.9M	$56.9M	4	4	n/a	n/a	n/a
2013	Mar 25, 2014	$41.4M	$41.4M	4	4	n/a	n/a	n/a
2012	Mar 27, 2013	$352M	$25.4M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$85.4M	$62.9M	35.8%	$62.7M	10.8%	8	7	3	2

Relationships

Registered with (9)

← TROY MICHAEL GUERRETTEAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← Brady Boone MillerAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← Christopher James RayAdvisorregistration: current employment
Apr 24, 2024 to presentfactForm ADV
← Curtis James WorcesterAdvisorregistration: current employment
Feb 17, 2021 to presentfactForm ADV
← DEBRA ANN LEVINEAdvisorregistration: current employment
Mar 25, 2015 to presentfactForm ADV
← BENJAMIN JAMES SMITHAdvisorregistration: current employment
Apr 4, 2012 to presentfactForm ADV
← ANDREW JAY WALKERAdvisorregistration: current employment
Feb 28, 2012 to presentfactForm ADV
← ABIGAIL AMANDA DOODYAdvisorregistration: previous registration
Aug 29, 2013 to Dec 6, 2023factForm ADV
← Bree Clements COTAAdvisorregistration: previous registration
Jul 16, 2012 to Nov 23, 2015factForm ADV

Owns (3)

← DELCOL, WESLEY, AUSTINOwnerOWNER, ownership code B, individual
Apr 4, 2012 to Sep 24, 2024factForm ADV
← SMITH, BENJAMIN, JAMESOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Apr 4, 2012 to Sep 24, 2024factForm ADV
← CAMDEN NATIONAL CORPORATIONOwnerOWNER, ownership code B, domestic entity
Dec 23, 2013 to Sep 24, 2024factForm ADV

Controls (1)

← WALKER, ANDREW, JAYOwnerCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 8, 2012 to Sep 24, 2024factForm ADV

Dated events

Occurred
Dec 6, 2023
Advisor changed firm
Abigail Amanda Doody left Guidance Point Retirement Services, Llc for Portland Investment Advisors, Llc. (registered 2025-07-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:390a81d7-8e4d-a8e5-2004-bcfe91818eb1
First observed: Feb 8, 2012
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUIDANCE POINT RETIREMENT SERVICES, LLC

CRD 161000

PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:390a81d7-8e4d-a8e5-2004-bcfe91818eb1

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEBRA ANN LEVINE

n/a

PORTLAND, ME | El Dorado Hills, CA

n/a

Christopher James Ray

n/a

PORTLAND, ME

n/a

Brady Boone Miller

n/a

PORTLAND, ME

n/a

TROY MICHAEL GUERRETTE

Chartered Financial Consultant

PORTLAND, ME | BOW, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WALKER, ANDREW, JAY

CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

12/2011

Feb 8, 2012

Sep 24, 2024

CAMDEN NATIONAL CORPORATION

Owner

04/2012

Dec 23, 2013

Sep 24, 2024

DELCOL, WESLEY, AUSTIN

Owner

03/2012

Apr 4, 2012

Sep 24, 2024

SMITH, BENJAMIN, JAMES

CHIEF INVESTMENT OFFICER

03/2012

Apr 4, 2012

Sep 24, 2024

City

State

Country

Employees

Also broker-dealer

Bangor

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$88.2M

n/a

2024

Mar 25, 2025

$62.9M

n/a

2023

Mar 2, 2024

$64.3M

n/a

2022

Mar 1, 2023

$62.7M

n/a

2021

Mar 4, 2022

$73.8M

n/a

2020

Mar 24, 2021

$77.4M

n/a

2019

Mar 12, 2020

$76.3M

n/a

2018

Mar 11, 2019

$58.0M

n/a

2017

Mar 13, 2018

$65.0M

n/a

2016

Mar 9, 2017

$56.5M

n/a

2015

Mar 4, 2016

$51.2M

n/a

2014

Mar 26, 2015

$56.9M

n/a

2013

Mar 25, 2014

$41.4M

n/a

2012

Mar 27, 2013

$352M

$25.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$85.4M

$62.9M

35.8%

$62.7M

10.8%