GUIDED CHOICE ASSET MANAGEMENT, INC.
SEC RegisteredGet clear, step-by-step guidance for the financial decisions that shape your future.
About the firm
3Nickels is a financial guidance app that gives you clear, achievable direction based on your real-life situation—your income, your priorities, and your responsibilities, not a generic idea of where you "should" be. The platform offers practical options and realistic next steps for managing finances, reducing debt, planning for retirement, and building financial security.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial guidance app offering tools to manage finances, reduce debt, plan for retirement, build a budget, make confident investments, plan major purchases, and build toward long-term financial goals. Also available to employers as a financial wellbeing platform for employees.
Who they serve
Individual users managing personal finances and employers seeking to support employee financial wellbeing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 59,346 | $1.1B |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 25,398 | $7.5B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
502 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUIDED CHOICE ASSET MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.