Firm
StreamSong Advisors
Grand Rapids, Michigan
Fee-only
StreamSong Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 263 individual clients, 54 of them high net worth.
- Its average account is about $260,000 (assets it manages divided by its 479 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | streamsongadvisors.com |
| Phone | (616) 433-6006 |
StreamSong Advisors fees
StreamSong Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $124 million |
| Individual clients | 209 |
| High-net-worth clients | 54 |
| Accounts managed | 479 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-135750) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 168250 |