Advisor at GuideStream Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GuideStream Financial, Inc.
Location
Spring Arbor, MI 49283
Credentials
CFP®, ChFC®, Series 63
Industry experience
16 years
Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.
Financial planning and consulting fees generally range from $800 to $7,500, negotiable
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.85% $750,001 - $1,000,000: 0.70% $1,000,001+: 0.55%
Normally $300 per hour for stand-alone financial planning and consulting services
Account minimum: $25,000 for retail clients; $2,000,000 for Institutional Clients Minimum fee: Annual minimum fee of $250 for retail clients
8050 Spring Arbor Road
Spring Arbor, MI 49283
Michigan
GuideStream Financial, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Clarklake, MI
Wittlin Advisory
Series 63, Series 65
Jackson, MI
RMG Advisory Services
Series 63, Series 65
Jackson, MI
Jack V.. Butterfield Investment Company
Series 65
Jackson, MI
Richmond Brothers, Inc.
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")