StreamSong Advisors, LLC

Updated today

Find your advisor

Client assets under management

$122,325,912

Clients

263

21% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$465,118

About

StreamSong Advisors serves individual clients — including high‑net‑worth individuals — and pension and profit‑sharing plans, offering financial planning, investment and wealth management, consulting, and certified divorce financial analysis. The firm provides both discretionary and non‑discretionary portfolio management and also performs retirement plan consulting engagements that can include ERISA fiduciary services.

The firm tailors strategies to each client’s goals, risk tolerance and time horizon, establishing long‑term asset allocation targets with tactical ranges and ongoing monitoring. Investment decisions draw on a mix of fundamental, technical and cyclical analysis and may include allocations to individual equities, fixed income, mutual funds and ETFs, master limited partnerships, privately placed securities and other alternative investments.

Distinctive features include a recent transition to SEC registration and a compact four‑advisor team managing roughly $124 million in assets, with a stated practice of generally not using outside independent managers. StreamSong also discloses several outside affiliations — including licensed insurance activities and membership interests in other wealth‑planning and real‑estate ventures — and identifies these relationships as potential conflicts that are disclosed and managed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Fee options

Fixed

Fixed fees are charged for financial planning and consulting services; amounts are negotiable.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Commissions

Certain Investment Advisory Representatives may offer insurance products on a commission basis under a separate arrangement.

Project-based

Hourly fees generally range from $200 to $500 per hour depending on scope and complexity.

Other

Account minimum: $500,000 Fee-only: Fixed fees and hourly fees generally range from $200 to $500 per hour for financial planning and consulting services.

Main office location

StreamSong Advisors, LLC

3200 Broadmoor Se

Grand Rapids MI 49512, United States

Number of offices

Most active in

Georgia · Michigan · Montana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website (616) 433-6006

Advisors at this firm

Kerby W

CFA®

Grand Rapids, MI

StreamSong Advisors, LLC

Kerby Wallick is a CFA® charterholder with 11 years of industry experience. He has been with StreamSong Advisors, LLC since 2014. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm’s investment approach combines fundamental, technical, and cyclical analysis to establish long-term asset allocation targets with tactical flexibility tailored to client risk tolerance and goals.

Wealth management General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Michael O

Series 66

Grand Rapids, MI

StreamSong Advisors, LLC

Michael O'Farrell is a financial advisor at StreamSong Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill Lynch, and Enterprise Holdings. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Samuel V

Series 65

Grand Rapids, MI

StreamSong Advisors, LLC

Samuel Vasiu is a financial advisor at StreamSong Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Legacy Financial. Outside of his advisory role, no additional business activities are noted. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Thomas B

Series 66

Grand Rapids, MI

StreamSong Advisors, LLC

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Wealth management General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support