Tor Benson
Streamline Advisory · Bellingham, Washington
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.
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Specialties
Facts
| Firm | Streamline Advisory |
|---|---|
| Based in | Bellingham, Washington |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $1.5M across 19 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AK, WA · CRD 7682710 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thestreamlineadvisorygroup.com |
How Tor's firm compares
- Streamline Advisory's average account is about $79,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Tor
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Streamline Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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