5 STAR INVESTING

Overview

5 Star Investing is a small, owner-operated independent RIA that serves individual and family clients with a mix of financial planning and portfolio management. The firm is structured as a sole proprietorship and operates with a fee model that combines a percentage of assets under management and hourly charges, which supports both ongoing portfolio oversight and one‑off planning engagements. 5 Star Investing’s investment approach leans toward pooled public funds for core exposures while augmenting portfolios with real estate-related allocations. The advisor’s business activity as an accountant suggests an emphasis on tax-aware planning and practical cash-flow management for its client base of individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices