Stellar Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 120284
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.48%
- HNWI49.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stellar Financial Planning is an independent, sole-proprietorship registered investment adviser that serves individual and family clients. The firm is owned and run by an individual adviser and focuses on financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-assets fees with hourly and fixed-fee engagements. Filings indicate the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Contacts
1 of 1Michael Starr
Investment Advisor RepresentativeCRD 2693446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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