A complete list of active advisors currently associated with Stream Financial Advice, LLC
Warmer can help you find a great advisor at Stream Financial Advice, LLC or one who fits your needs even better.
Stream Financial Advice LLC serves individual and high-net-worth clients with discretionary investment management and both ongoing and project-based financial planning, together offered as wealth management when requested. The firm operates on a fee-only basis and may recommend third‑party professionals (attorneys, accountants, insurance agents) without receiving compensation from those referrals. The firm’s investment approach is grounded in Modern Portfolio Theory and a focus on asset allocation, combining passive and active strategies and selecting ETFs and mutual funds with attention to expenses and underlying holdings; SFA may rely on model portfolios provided by its recommended custodian. Accounts are managed on a discretionary basis with regular reviews and rebalancing, emphasizing long‑term risk/return alignment over short‑term benchmark outperformance. Noteworthy features for a solo independent adviser include a CFP®-certified principal with prior experience at Vanguard and Fidelity, a detailed client service calendar that schedules monthly topics and periodic client appreciation events, and a practice of participating in client meetings with attorneys or tax professionals at no additional charge. The firm also recommends the Altruist custodial platform and discloses that it does not aggregate (block) trades or vote client proxies, leaving proxy voting to clients.
To learn more about the advisors currently working at Stream Financial Advice, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orem, UT
| 6
|
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