Advisor at AlphaStar Capital Management
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
AlphaStar Capital Management
Location
Cornelius, NC 28031
Credentials
Series 65
Industry experience
1 year
Matthew Whitt is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Dean Financial LLC and Planet Fitness. Whitt is also a licensed insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
19600 West Catawba Avenue, Suite B200
Cornelius, NC 28031
North Carolina
Dean Financial LLC
2024 - Present (2 years)
Alphastar Capital Management
2024 - Present (2 years)
Dean Financial LLC
2019 - 2024 (5 years)
Planet Fitness
2013 - 2019 (6 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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.
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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Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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