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Home > Retirement Planners > texas > plano > WEALTHSTAR ADVISORS, LLC
WEALTHSTAR ADVISORS, LLC
305b W Spring Creek Parkway
Suite 400
Plano, Texas 75023
Tel: 972-372-2935
About WEALTHSTAR ADVISORS, LLC
WEALTHSTAR ADVISORS, LLC, formally registered with the SEC as WEALTHSTAR ADVISORS, LLC. The firm was established in 02/03/2014. They have over 5 offices throughout the country.
WEALTHSTAR ADVISORS, LLC is a Plano, Texas based Financial Planning firm with nearly $671,459,524 assets under management, offering retirement planning & investment advisory services to 2571 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164957 |
| SEC# | 801-79121 |
| Assets Managed by Firm | $671,459,524 |
| No. of Clients | 2571 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2571 | $671,459,524 |
| Individuals (other than high net worth individuals) | 203 | $148,560,420 |
| High net worth individuals | 304 | $522,899,104 |
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