Advisor at Fourstar Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fourstar Wealth Advisors, LLC
Location
Providence, RI 02903
Credentials
Series 65, Series 66
Industry experience
6 years
Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a combination of fundamental and technical analysis, tailored to clients’ risk tolerances and objectives.
Based on Fourstar Wealth Advisors, LLC
Based on Fourstar Wealth Advisors, LLC
Flat fee financial planning services charged on a stand-alone basis; fees vary by scope and complexity and are negotiable.
$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)
Certain supervised persons offer insurance products and receive commissions; some are registered representatives earning commissions on securities transactions.
Hourly fees range from $200 to $500 per hour for certain services.
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.
225 Dyer Street
Providence, RI 02903
Rhode Island
FourStar Wealth Advisors, LLC
2019 - Present (7 years)
Fieldstone Financial Management Group
2016 - 2019 (3 years)
City Of Providence
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Providence, RI
Efficient Capital Strategies, LLC
Series 63, Series 65
Barrington, RI
Income Associates
Series 63
Warwick, RI
Hacket Asset Management, Inc.
CFP®
Swansea, MA
GrowthFocus Wealth Management LLC
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 63, Series 65
Providence, RI
Lodestar Wealth, LLC
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