Streamline Advisory fees and pricing
Financial planner in Bellingham, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 22, 2026, Streamline Advisory charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning is offered at an hourly rate of $250, billed in 15-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Streamline Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Streamline collects a portion of the fee in advance with the remainder due at the conclusion of the Seminar.”
How Streamline Advisory’s fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- 2 of the 8 other planners in Bellingham that publish an hourly rate charge less.
About Streamline Advisory
- Principal: Tor Benson
- 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: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $1,497,573
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335789
- Phone
- (360) 207-5200
Can advise clients in 2 states: Alaska, Washington
Other planners in Bellingham that publish fees
- Brown PcfoBellingham$250/hr
- Financial Plan, Inc.Bellingham$500/hr
- Flow Financial Planning, L.L.C.Bellingham$500/hr, $11,000-$13,000
- Goodrich & Associates, LLCBellingham$150/hr, $500
- NW Straits Financial ServicesBellingham$300/hr
- Ridge Falls Financial PlanningBellingham$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.