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Richard Humphreys

Advisor at Bluestar Wealth Management

Updated today

Firm

Bluestar Wealth Management

Location

Simpsonville, SC

Credentials

Series 63, Series 66

Industry experience

26 years

About

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bluestar Wealth Management in 2025, he worked at Novus Advisors from 2017 to 2025 and Charles Schwab Bank from 2000 to 2017. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services, including asset allocation, security selection, and regular portfolio monitoring.

Client services

Based on Bluestar Wealth Management

Portfolio management

Expertise

Based on Bluestar Wealth Management

Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat fee not to exceed 1.50% annually (negotiable)

Location

Simpsonville, SC

Most active in

South Carolina

Work history

Blue Star Wealth Management LLC

2025 - Present (1 year)

Novus Advisors

2017 - 2025 (8 years)

Charles Schwab Bank

2000 - 2017 (17 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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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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