Streamsong Advisors, LLC fees and pricing

Financial planner in Grand Rapids, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 10, 2026, Streamsong Advisors, LLC charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “These fees are negotiable, but generally range from $200 to $500 on an hourly basis, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”

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

“The terms and conditions of the financial planning and/or consulting engagement are set forth in the Advisory Agreement and StreamSong generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
“The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
“The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by StreamSong on the last day of the billing period.”

Its hourly rate of $200-$500 spans the Michigan median of $250. 78% of the 170 other Michigan planners that publish an hourly rate charge less.
5 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 263
Employees: 5
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $124,394,948
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168250
Website: streamsongadvisors.com (opens in new tab)
Phone: (616) 433-6006

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