Slipstream Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Slipstream Wealth Planning LLC provides comprehensive financial planning and discretionary and non-discretionary investment management to individuals, high-net-worth individuals, and families. The firm treats financial planning as a core element of every engagement and makes investment management available as an integrated, optional service.
The advisor favors broadly diversified, low-cost portfolios with a preference for passive strategies, uses modern portfolio theory and periodic rebalancing, and may retain legacy holdings for portfolio fit or tax considerations. Slipstream describes itself as a fee-only fiduciary, has a written Code of Ethics and compliance procedures, and executes client accounts through an institutional custodian relationship.
Founded in 2026, the firm is newly established and currently reports no assets or clients, a profile that distinguishes it from more mature peers. Although organized around a single owner-advisor, the brochure discloses formal supervisory language (references to supervised persons and a chief compliance officer) and an institutional platform relationship—features less commonly documented among very small independent advisors.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: No separate investment management fee; included in fixed financial planning fee $500,000+: 0.50% annually on assets exceeding $500,000
Minimum fee: Fixed annual financial planning fee ranging from $3,000 to $6,000, billed quarterly in arrears. Fee-only: Fee-only firm; compensation solely from clients for advisory services.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Slipstream Wealth Planning · Slipstream Wealth Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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