Clearstream Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$300⁠-⁠$20,000

“Fixed fee rates range between $300 $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Clearstream Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in advance, ranging from $500 - $1,500.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Clearstream Planning, LLC’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 3 of the 6 other planners in Allentown that publish an hourly rate charge less.
• Its flat or project fee of $300-$20,000 spans the Pennsylvania median of $3,650. 83% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Allentown that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Clearstream Planning, LLC

• Principal: John Christianson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325102

Website

clearstreamplanning.com (opens in new tab)

Phone

(215) 650-7279

Other planners in Allentown that publish fees

• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• Englebert Financial Advisers, LLCAllentown$250/hr, $2,000⁠-⁠$75,000
• Erickson Financial Group, LLCAllentown$300/hr
• Liberty Asset ManagementAllentown$150⁠-⁠$300/hr, $300⁠-⁠$3,000
• Northeast Financial Group, Inc.Allentown$1,000/hr, $500⁠-⁠$20,000
• Pavilion Financial PlanningAllentown$400/hr, $450⁠-⁠$800/mo

Compare all 13 planners in Allentown