Star Wealth Advisors

Overview

Star Wealth Advisors is an independent, LLC-structured advisory firm serving individual and family clients. The practice is owner-operated and describes itself as a capital allocator and fee-based planner, charging a mix of AUM fees, hourly fees, and fixed fees. Advisory services include financial planning, discretionary portfolio management for individuals/small businesses and for business or institutional clients, and the selection of third-party advisers. The firm also operates as an insurance broker and indicates use of annuity products as part of its offering. Star Wealth Advisors is newly formed and holds registrations in several states (see Locations & Offices).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices