Erik Wyse
Erik Wyse is a registered investment advisor at Wealthstar Advisors, LLC, based in Plano, TX, with 28 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 712 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is for annuity and 401(k) plan participant advisory services. Fees are negotiable.
Fee Estimator
Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2013Customer Dispute
June 2006Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Erik is an IAR for Peregrine Diversified Investments, dedicating full-time hours to this role. He is also an insurance producer (fixed and variable) with United Financial Consultants, spending a few hours per week on this activity.
Employment History
Current Registrations
Wealthstar Advisors, LLC
Previous Registrations
Independent Financial Partners
Peregrine Diversified Investment Services CORP.
Ams Advisors LLC
Brewer Investment Advisors LLC
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.