Guidestream Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“GuideStream Financial’s planning and consulting fees are negotiable but will be normally based on a rate of $300 per hour and will generally range from $800 to $7,500, depending upon the level and scope of the services required and the professionals rendering the service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Guidestream Financial, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Additionally, GuideStream Financial bills on cash in the client’s account as well as the outstanding margin value.”
• “Those clients shall be billed directly per the terms of the Financial Planning and Consulting Agreement.”
• “In the limited event that GuideStream Financial bills the client directly for investment advisory services, payment is due upon receipt of GuideStream Financial’s invoice.”

How Guidestream Financial, Inc.’s fees compare

• Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.

About Guidestream Financial, Inc.

• Firm size: 9 employees.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Clients

854

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$263,463,837

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150890

Website

guidestreamfinancial.com (opens in new tab)

Phone

(517) 750-2727

Can advise clients in 26 states: Alabama, Arizona, California, Colorado, Florida, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, North Carolina, Nebraska, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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