StreamSong Advisors, LLC

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Client assets under management

$122,325,912

Clients

263

21% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$465,118

About

StreamSong provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals (including high‑net‑worth clients) and to retirement plan sponsors. The firm also offers retirement plan consulting and, in certain engagements, acts as a fiduciary under ERISA for plan sponsors.

The firm tailors portfolios to client goals and risk profiles, allocating among individual equities, debt securities, mutual funds, ETFs, and, for eligible clients, privately placed securities and other alternative pooled vehicles. StreamSong combines fundamental, technical, and cyclical analysis, sets long‑term allocation targets with tactical ranges, and will deviate from those ranges in extreme market conditions.

Distinctive aspects noted in the brochure include a recent transition from state registration to SEC registration and several disclosed affiliations and activities that can create conflicts of interest, including licensed insurance producers among its personnel and ownership interests in affiliated consulting and real estate ventures; the firm describes procedures to disclose and mitigate those conflicts. The brochure also notes that, although StreamSong may identify independent managers for some clients, its stated practice is generally not to use outside managers, and it maintains institutional custodial and technology support relationships with a national custodian.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Business exit / sale strategy

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning and consulting services (negotiable)

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.60% Above $10,000,000+: 0.50%

Commissions

Certain Investment Advisory Representatives may offer insurance products under separate commission-based arrangements.

Project-based

$200 to $500 per hour for financial planning and consulting services

Other

Account minimum: $500,000

Main office location

StreamSong Advisors, LLC

3200 Broadmoor Se

Grand Rapids MI 49512, United States

Number of offices

Most active in

Michigan

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website (616) 433-6006

Advisors at this firm

Kerby W

CFA®

Grand Rapids, MI

StreamSong Advisors, LLC

Kerby Wallick is a CFA® charterholder with 11 years of industry experience. He has been with StreamSong Advisors, LLC since 2014. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm’s investment approach combines fundamental, technical, and cyclical analysis to establish long-term asset allocation targets with tactical flexibility tailored to client risk tolerance and goals.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Business exit / sale strategy Executive Founder/Business Owner

Michael O

Series 66

Grand Rapids, MI

StreamSong Advisors, LLC

Michael O'Farrell is a financial advisor at StreamSong Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill Lynch, and Enterprise Holdings. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Business exit / sale strategy Executive Founder/Business Owner

Samuel V

Series 65

Grand Rapids, MI

StreamSong Advisors, LLC

Samuel Vasiu is a financial advisor at StreamSong Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Legacy Financial. Outside of his advisory role, no additional business activities are noted. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Business exit / sale strategy Executive Founder/Business Owner

Thomas B

Series 66

Grand Rapids, MI

StreamSong Advisors, LLC

Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Business exit / sale strategy Executive Founder/Business Owner

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