# Tor Benson

> Tor Benson is a fee-only financial advisor at Streamline Advisory in Bellingham, Washington, who holds the CFP credential. Tor charges a one-time planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/tor-benson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Streamline Advisory
- **Based in:** Bellingham, Washington
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.5M across 19 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7682710 (https://adviserinfo.sec.gov/individual/summary/7682710)
- **SEC registration:** Investment adviser representative in AK, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://thestreamlineadvisorygroup.com/

## Frequently asked questions

### Is Tor Benson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tor holds no broker registration, and Streamline Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tor charge for financial advice?

Tor charges a one-time planning fee.

### Where is Tor Benson based?

Tor Benson is based in Bellingham, Washington.

### What does Tor specialize in?

Tor's specialties include retirement planning and tax planning.

### What credentials does Tor Benson hold?

Tor Benson holds the CFP credential.

### Is Tor Benson registered with the SEC?

Yes. Tor Benson is registered as an investment adviser representative in AK and WA (CRD 7682710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Streamline Advisory manage?

Streamline Advisory reports $1.5M across 19 accounts in assets under management.

### How do I contact Tor Benson?

Through Tor's website, thestreamlineadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7682710): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thestreamlineadvisorygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.