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Anthony Scalia

Advisor at Fourstar Wealth Advisors, LLC

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Fourstar Wealth Advisors, LLC logo

Firm

Fourstar Wealth Advisors, LLC

Location

Plano, TX 75074

Credentials

Series 63

Industry experience

32 years

About

Anthony Scalia is a financial advisor at Fourstar Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Nobles & Richards and GVC Capital LLC. Outside of advising, he is involved in commercial real estate as the owner of Scalia Properties and a 50% partner in Presto Storage, as well as serving as managing director of Humm Energy. Fourstar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a range of securities and employs both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Client services

Based on Fourstar Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Fourstar Wealth Advisors, LLC

Charitable giving & philanthropy Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat fee financial planning services charged on a stand-alone basis; fees vary by scope and complexity and are negotiable.

Percentage

$0+: Graduated scale or flat fee program; specific tiers not disclosed in brochure; fees based on assets under management $25,000 - $100,000: Minimum $25,000 to open account; $100,000 minimum withdrawal to adjust fees (implied tiering on additions/withdrawals)

Commissions

Certain supervised persons offer insurance products and receive commissions; some are registered representatives earning commissions on securities transactions.

Project-based

Hourly fees range from $200 to $500 per hour for certain services.

Other

Account minimum: No stated minimum for investment management accounts; however, certain Independent Managers may impose more restrictive account minimums and billing practices (no specific amounts stated). Fee-only: Fixed fees for financial planning and wealth management services; fees are individually negotiated and vary based on scope and complexity.

Location

801 E. Plano Pkwy

Plano, TX 75074

Most active in

Texas

Work history

Four Star Wealth Advisors

2023 - Present (3 years)

Nobles & Richards

2020 - Present (6 years)

GVC Capital LLC

2018 - 2018 (1 year)

Woodbury Financial Services inc

2017 - 2018 (1 year)

Scalia Properties

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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