FOURSTAR WEALTH ADVISORS, LLC

1 N. Lasalle Street
Suite 2225
Chicago, Illinois 60602
Tel: (312) 667-1750

About FOURSTAR WEALTH ADVISORS, LLC

FOURSTAR WEALTH ADVISORS, LLC, formally registered with the SEC as FOURSTAR WEALTH ADVISORS, LLC. The firm was established in 04/21/2017. They have over 28 offices throughout the country.

FOURSTAR WEALTH ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,018,874,410 assets under management, offering retirement planning & investment advisory services to 2940 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169613
SEC#	801-110467
Assets Managed by Firm	$1,018,874,410
No. of Clients	2940
No. of Advisors	43

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2940	$1,018,874,410
Individuals (other than high net worth individuals)	1012	$261,632,447
High net worth individuals	214	$699,284,826
Pension and profit sharing plans	21	$55,898,491
Charitable organizations	2	$565,276

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