Streamline Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,497,573
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$299,515
About
Streamline Advisory LLC is a fee-only investment adviser formed in 2025 that provides investment management, limited-scope financial planning, and educational seminars and speaking engagements. The firm’s brochure lists individuals and high‑net‑worth individuals as client types, but it reported $0 in assets under management as of April 2025.
The firm articulates an investment approach grounded in modern portfolio theory and asset allocation, favoring passive investment vehicles such as index mutual funds and ETFs to construct diversified portfolios. Streamline typically manages accounts on a discretionary basis, monitors client accounts regularly (quarterly), and tailors plans to clients’ risk tolerance and goals.
What is noteworthy relative to many peers is Streamline’s explicit offering of group educational seminars (virtual or in‑person, with event fees disclosed at $50–$1,000) and its use of hourly pricing for financial planning (listed at $250 per hour, billed in 15‑minute increments), both of which are uncommon among investment managers. The brochure also describes the firm as a newly registered, small practice that uses an institutional custodial platform and offers one-time, project‑based planning engagements with the option to offset planning fees against advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
General retirement planning
Demographic focus
Mid-Career Professionals
Fee options
Educational seminars and speaking engagements fees range from $50 to $1,000 per event.
$0 - $250,000: 0.50% per quarter (equivalent to 2.00% annually) $251,000 - $500,000: 0.25% per quarter (equivalent to 1.00% annually) $500,001 - $1,000,000: 0.20% per quarter (equivalent to 0.80% annually) $1,000,001 - $1,500,000: 0.15% per quarter (equivalent to 0.60% annually) $1,500,001+: 0.10% per quarter (equivalent to 0.40% annually)
Financial planning services at $250/hour billed in 15-minute increments; fees negotiable.
Fee-only: Financial planning at $250/hour billed in 15-minute increments; fees negotiable.
Main office location
Streamline Advisory
2219 Rimland Dr Suite 301
Bellingham WA 98226, United States
Number of offices
1
Most active in
Streamline Advisory has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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