A complete list of active advisors currently associated with Slipstream Wealth Planning LLC

Warmer can help you find a great advisor at Slipstream Wealth Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Slipstream Wealth Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Van Cleve	San Francisco, CA	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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