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
Lexington, KY 40504
Credentials
CFP®, Series 66
Industry experience
12 years
Casey Bright is a CFP® with 12 years of industry experience, currently serving as a financial advisor at FourStar Wealth Advisors, LLC. Prior to joining FourStar in 2024, he worked at LPL Financial for one year and spent ten years at Edward Jones. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using mutual funds, ETFs, individual securities, options, and independent managers, combining 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.
2416 Greatstone Point
Lexington, KY 40504
Kentucky
FourStar Wealth Advisors, LLC
2024 - Present (2 years)
LPL Financial
2023 - 2024 (1 year)
Edward Jones
2013 - 2023 (10 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.
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Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
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