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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 3 offices throughout the country.
WEALTHSTAR ADVISORS, LLC is a Plano, Texas based Financial Planning firm with nearly $608,946,247 assets under management, offering retirement planning & investment advisory services to 2643 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 164957 |
| SEC# | 801-79121 |
| Assets Managed by Firm | $608,946,247 |
| No. of Clients | 2643 |
| No. of Advisors | 14 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2643 | $608,946,247 |
| Individuals (other than high net worth individuals) | 523 | $149,684,213 |
| High net worth individuals | 219 | $459,262,034 |
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