Streamline Financial Strategies Ltd

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Client assets under management

$1,198,307

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$70,489

About

Streamline Financial Strategies LTD is a state-registered investment adviser that provides investment advisory and portfolio management services to individuals and high net worth individuals. The firm offers managed accounts (including discretionary programs), may recommend third‑party sub‑advisors and wrap‑fee programs, and charges percentage‑of‑assets‑under‑management advisory fees.

The adviser tailors recommendations to each client’s objectives, time horizon, and risk tolerance and uses methods such as strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. Clients receive a one‑time financial plan, quarterly account reviews, and are advised to consult tax professionals because the firm notes its strategies can carry significant tax implications.

Noteworthy aspects disclosed in the brochure include an affiliation with insurance activities: certain representatives are licensed insurance agents and the firm’s owner operates an insurance agency and a tax business, with up to 30% of representatives’ time devoted to insurance work — a practice the firm identifies as a potential conflict of interest. The firm also manages a relatively small asset base (approximately $1.2 million as of December 31, 2025), recommends a primary custodian relationship with Charles Schwab, and states it may pay sub‑advisor fees when engaging third‑party managers.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Percentage

$0 - $499,999: 1.25% annually $500,000 - $1,499,999: 1.00% annually $1,500,000+: 0.75% annually

Main office location

Streamline Financial Strategies Ltd

108 East Highland Avenue

Ada OH 45810, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

(419) 634-7283

Advisors at this firm

Zachary D

Series 65

Ada, OH

Streamline Financial Strategies Ltd

Zachary Donley is a financial advisor with Streamline Financial Strategies Ltd in Ada, Ohio. He holds a Series 65 credential and has one year of industry experience. Prior to joining Streamline Financial Solutions, he was self-employed for seven years and held positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Schneider Downs. Streamline Financial Strategies Ltd is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary investment advisory services. The firm customizes portfolios based on client objectives and risk tolerance, utilizing methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Annuities

Brynn T

Series 65

Ada, OH

Streamline Financial Strategies Ltd

Brynn Thompson is the sole advisor at Streamline Financial Strategies Ltd in Ada, Ohio, holding a Series 65 designation with one year of industry experience. Prior to founding Streamline Financial Strategies in 2025, Thompson worked at Streamline Insurance Solutions and AE Curbside, and also spent several years in adult probation and parenting roles. In addition to advisory services, Thompson is a licensed insurance agent, dedicating part of their time to insurance sales. Streamline Financial Strategies Ltd provides discretionary investment advisory services and tailored portfolio management for individuals and high-net-worth clients. The firm employs various investment methods and may utilize third-party money managers and sub-advisors in its discretionary managed-account programs.

Annuities

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