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
Battle Creek, MI
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Richard Taylor is a CFP® professional with 33 years of experience in the financial services industry. He is currently with FourStar Wealth Advisors, LLC and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. 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 both fundamental and technical analysis, tailoring investments 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.
Battle Creek, MI
Michigan
FourStar Wealth Advisors, LLC
2024 - Present (2 years)
Wells Fargo Clearing
2016 - 2024 (8 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Series 65
Marshall, MI
Wealth Ease Wealth Management
Series 65
Marshall, MI
Miller Financial Services LLC
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
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