David MaWhinney
Stream Financial Advice, LLC · Orem, Utah
David MaWhinney is a fee-only financial advisor at Stream Financial Advice, LLC in Orem, Utah, who holds the CFP credential. Stream Financial Advice, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stream Financial Advice, LLC |
|---|---|
| Based in | Orem, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $13.5M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 6907811 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mystreamfinancial.com |
| Profile |
How David's firm compares
- Stream Financial Advice, LLC's average account is about $481,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about David
Is David MaWhinney a fee-only financial advisor?
Yes. David MaWhinney is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, Stream Financial Advice, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does David charge?
According to Stream Financial Advice, LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is David MaWhinney based?
David MaWhinney is based in Orem, Utah.
What credentials does David MaWhinney hold?
David MaWhinney holds the CFP credential.
Is David MaWhinney registered with the SEC?
Yes. David MaWhinney is registered as an investment adviser representative in TX and UT (CRD 6907811), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Stream Financial Advice, LLC manage?
Stream Financial Advice, LLC reports $13.5M across 28 accounts in assets under management.
How do I contact David MaWhinney?
Through David's website, mystreamfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Stream Financial Advice, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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