Financial advisors

Help clients achieve their financial goals

You can help add retirement savings into your clients’ investment strategy — join Guideline Pro for free today.

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Prefer to chat? Give us a call at (888) 588-4698.

See our Privacy Policy to learn how we use and protect your information.

60k+
businesses1
4,000+
Guideline Pro partners2
$15B+
invested for retirement3
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Innovation by Design Award 20244

Grow with Guideline Pro

Guideline Pro is a platform for advisors, planners, and other financial and benefits professionals. It’s free to join and comes with tools and support — and of course seamless 401(k) plans for your clients.5
  • Guideline Pro dashboard
  • Built-in billing
  • Dedicated relationship manager
  • Compliance testing
  • Low, predictable costs
  • Flexible plan design
Retirement plans you and your clients will love
  • Cylindrical tube with arrow pointing downward towards a USD $ sign. Signifying affordable pricing.

    Affordable pricing

    Low and predictable monthly costs - making it easy for your clients to budget and plan.6
  • Guideline simple logo with three branches stemming from it. Demonstrating an all in one solution.

    All-in-one 401(k)

    We handle recordkeeping, investment management, compliance testing, and more.
  • Mobile browser with guideline.com user dashboard displaying contributions chart.

    Employee support

    Access to professionally managed portfolios, live support, a mobile app, and more.7

Billing and fees

A retirement platform with built-in billing

When you set up a Guideline plan for your clients, you can add your advisory fee to their plans. Guideline will process your fee from participant accounts on a quarterly basis in arrears and send it to your firm.

Your client’s monthly plan fees due to Guideline will be paid by your client directly to us.

More state mandates are coming this year.

See if your clients will be impacted

We connect with popular payroll providers

With payroll integration, we can seamlessly connect their payroll and 401(k). Plus, automate employee onboarding, payroll deductions, and more. See payroll integrations

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Open an account in 5 minutes
We can walk you through the steps.
Become a Guideline Pro today
  • 1

    Schedule a demo

    Reach out via phone or email to set up your account - there are no fees to join.
  • 2

    Add your clients

    Invite clients directly from your dashboard.
  • 3

    Design their plans

    Set up their 401(k) or work with your Relationship Manager to design a plan.
Stay on top of state mandates
Our relationship managers can help guide you through the different mandates and requirements.8
Help your clients modernize their retirement plan
See our Privacy Policy to learn how we use and protect your information.

Frequently asked questions