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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

RYAN CHRISTOPHER PHILLIPS

Advisor at GUIDEPOINT FINANCIAL PLANNING

RESTON, VA

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Search this name across graphsid dfx:ria:c2119a93-3687-4185-985f-417a9ff9e85e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2011 to Sep 14, 2026

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

Current firm: GUIDEPOINT FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 20, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S65
First exam: Jun 20, 2011
First registration: Jun 21, 2011
Dual registered: no
IAPD individual key: 5812136

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GUIDEPOINT FINANCIAL PLANNING	State registered	Jul 10, 2020	n/a	yes	RESTON, VA	Current employment
EVERMAY WEALTH MANAGEMENT, LLC	Independent wealth	Mar 31, 2020	May 8, 2020	no	Arlington, VA	Previous registration
SAGEVEST WEALTH MANAGEMENT	Independent wealth	Aug 27, 2012	Mar 23, 2020	no	MCLEAN, VA	Previous registration
THE FAIRMAN GROUP, LLC	Independent wealth	Jun 21, 2011	Aug 6, 2012	no	CHESTERBROOK, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EVERMAY WEALTH MANAGEMENT, LLC	GUIDEPOINT FINANCIAL PLANNING	May 8, 2020	Jul 10, 2020	63	Firm change	RIA to state RIA
SAGEVEST WEALTH MANAGEMENT	EVERMAY WEALTH MANAGEMENT, LLC	Mar 23, 2020	Mar 31, 2020	8	Firm change	RIA to RIA
THE FAIRMAN GROUP, LLC	SAGEVEST WEALTH MANAGEMENT	Aug 6, 2012	Aug 27, 2012	21	Firm change	Other

Relationships

Registered with (4)

→ GUIDEPOINT FINANCIAL PLANNINGRegistered adviserregistration: current employment
Jul 10, 2020 to presentfactForm ADV
→ EVERMAY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 31, 2020 to May 8, 2020factForm ADV
→ SAGEVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 27, 2012 to Mar 23, 2020factForm ADV
→ THE FAIRMAN GROUP, LLCRegistered adviserregistration: previous registration
Jun 21, 2011 to Aug 6, 2012factForm ADV

Dated events

No dated event names this entity yet.