Fourstar Wealth Advisors, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$385K

Accounts

3,691

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 169613
Registered since: April 21, 2017
Website: fourstarwealth.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.16%
Individuals27.93%
Pension & Profit Sharing Plans2.24%
Charitable Organizations0.61%
Pooled Investment Vehicles0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fourstar Wealth Advisors, LLC is an independent, SEC-registered investment adviser (registered in 2017) that acts as both advisor and capital allocator for individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting and selection of third‑party advisers. It also operates as an insurance broker and is affiliated with other industry entities, including accountants, insurance companies and sponsor/GP roles for pooled vehicles. Fourstar charges a mix of percentage‑of‑AUM, hourly and fixed fees. The firm does not identify as an active ESG investor.