Streamline Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,497,573
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$299,515
About
Streamline Advisory LLC is an independent, fee‑only registered investment adviser that serves individuals and high‑net‑worth clients with discretionary wealth management and financial planning services. As of December 31, 2025, the firm reported roughly $1.5 million in assets under management across a very small client base (five clients).
The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and implements portfolios primarily with passive vehicles such as index mutual funds and ETFs, operating under discretionary trading authority. Financial planning is available both as an integrated option for managed accounts and as limited‑scope, standalone engagements addressing topics such as retirement, tax, estate, business, and college planning.
A distinctive aspect of the firm is its provision of fee‑based educational seminars and speaking engagements (offered virtually or in person) that are explicitly described as general, non‑individualized financial education. The brochure also discloses that the firm’s sole principal maintains separate outside employment and a commercial fishing permit—outside activities the firm states do not involve clients but that may affect advisor time commitments.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$0 - $250,000: 0.50% quarterly $251,000 - $1,000,000: 0.25% quarterly $1,000,001+: 0.09% quarterly
$250 per hour, billed in 15-minute increments, fees are negotiable
Fee-only: Advisory fee based on asset under management as detailed in fee tiers; financial planning hourly fees are negotiated
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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