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
Reno, NV 89501
Credentials
Series 63, Series 65
Industry experience
30 years
Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FourStar since 2020. Prior to that, he was with IWC Asset Management and Wespac Advisors. Outside of his advisory role, Roberts is the author of *The Tactical Option Investor* and hosts the radio show "Ken's Bulls & Bears Report" on America Matters Media, where he is also a part owner. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, options, and independent managers, employing both 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.
1 E Liberty Street
Reno, NV 89501
California · Nevada
FourStar Wealth Advisors, LLC
2020 - Present (6 years)
Iwc Asset Management, Llc
2017 - 2020 (3 years)
America Matters Media
2014 - Present (12 years)
WESPAC Advisors, LLC
2006 - 2017 (11 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
Reno, NV
Hatchet Financial, LLC
Series 63, Series 65
Reno, NV
Wolf Pack Wealth
CFP®, Series 66
Reno, NV
Softwealth
CFP®, CFA®, Series 63, Series 65
Reno, NV
Firmament Financial
Series 66
Reno, NV
Klaraos, LLC
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
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