Firm
Stream Financial Advice, LLC
Orem, Utah
Fee-only
Stream Financial Advice, LLC at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 2 of them high net worth.
- Its average account is about $481,000 (assets it manages divided by its 28 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Orem, Utah |
|---|---|
| Website | mystreamfinancial.com |
| [email protected] | |
| Phone | (801) 252-6636 |
Stream Financial Advice, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|
In the firm's words
"1% of Assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 26 |
| High-net-worth clients | 2 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 327449 |