Star Financial Services

Overview

Star Financial Services is an independent, sole-proprietorship RIA serving individual and family clients. The firm offers financial planning and portfolio management services targeted at individuals and small businesses and uses a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees. According to regulatory disclosures, the adviser operates as a non–multi-state, non-ESG-focused practice and does not present itself as a capital allocator or pension consultant. Operationally the business is structured around an individual owner and provides predominantly non-discretionary advisory relationships. The firm's stated activity set emphasizes planning and customized portfolio work rather than institutional or multi-adviser platforms.

Assets & Accounts

Investments & Alternatives