Firm
Streamline Advisory
Bellingham, Washington
Fee-only
Streamline Advisory at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $79,000 (assets it manages divided by its 19 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | thestreamlineadvisorygroup.com |
| Phone | (360) 207-5200 |
Streamline Advisory fees
Streamline Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $1 million |
| Individual clients | 5 |
| Accounts managed | 19 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 335789 |