GUIDESTREAM FINANCIAL, INC.

Overview

Guidestream Financial, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily to individuals, families and small businesses. The firm operates on a fee model that includes asset-based fees alongside hourly and fixed-fee engagements, allowing a mix of ongoing advisory relationships and project-based planning work. Guidestream positions itself as a manager that deploys third‑party mutual funds and pooled public vehicles rather than running in-house funds or acting as a capital allocator. Investment activity skews toward discretionary management — the bulk of client relationships are managed on a discretionary basis — with a clear preference for public funds and mutual fund wrappers as the primary implementation vehicle. The firm does not report ESG as an active focus and is not registered as a multi-state adviser. Guidestream has been SEC-registered since 2009 and is owned by a domestic individual entity.

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