Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

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Location

225 Dyer Street, Providence, RI, 02903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
June 2019 - Present · 6 yrs 8 mos
State Registrations1 state
RI
Advisor
Exams
No exam information available for this advisor.