# Clearstream Planning, LLC

> Clearstream Planning, LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated January 22, 2025.

- CRD: 325102
- Filed as: CLEARSTREAM PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 22, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325102
- AdvisorCensus page: https://advisorcensus.com/firm/clearstream-planning-llc-325102

## Quick answers

**How is Clearstream Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearstream Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Clearstream Planning, LLC registered with the SEC or a state?**
Clearstream Planning, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325102.

**Does Clearstream Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325102

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearstreamplanning.com
- LinkedIn @clearstream-planning-llc
- LinkedIn @john-christianson-cfp®-b6548260

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearstream Planning, LLC (CRD 325102): Form ADV filing data as of October 2026.