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Stanley Starr Jr.

Advisor at Consolidated Portfolio Review Corp

Updated today
Consolidated Portfolio Review Corp logo

Firm

Consolidated Portfolio Review Corp

Location

Lancaster, MA

Credentials

Series 63, Series 65

Industry experience

40 years

About

Stanley Starr is an investment advisor with Consolidated Portfolio Review Corp and holds Series 63 and Series 65 designations. He has 40 years of industry experience, including long-term roles at Starr Investment Services Inc. and Trust Advisory Group Ltd. He is also the owner and an investment advisor representative of Starr Investment Services Inc., where he spends several hours monthly. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Client services

Based on Consolidated Portfolio Review Corp

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Consolidated Portfolio Review Corp

Active portfolio management Wealth management

Fee options

Fixed

Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.

Percentage

$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%

Project-based

Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.

Other

Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.

Location

Lancaster, MA

Most active in

Massachusetts

Work history

Consolidated Portfolio Review Corp

2025 - Present (1 year)

Vanderbilt Securities, LLC

2025 - Present (1 year)

StoneX Securities Inc

2024 - 2025 (1 year)

Starr Investment Services Inc.

1997 - Present (29 years)

Trust Advisory Group Ltd

1995 - 2025 (30 years)

AGES Financial Services, Ltd.

1995 - 2024 (29 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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Jeffrey M

CFP®, Series 66

Shrewsbury, MA

Meenes Wealth Partners

General retirement planning Social Security optimization Medicare planning Tax-loss harvesting Retired Approaching retirement

Mike M

CFP®, ChFC®

Harvard, MA

Morton Financial Advice LLC

I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.

Cash flow / budgeting Technology Professional Parents Mid-Career Professionals Gen X (Born 1965-1980)

Joe C

CFP®, CPA

Ayer, MA

Still River Financial Planning

My clients are young families and professionals in their 30s-40s who have hit a wall when it comes to managing their finances. They have busy personal schedules, growing careers, and recently introduced financial complexity that’s too much to manage. Questions my clients have include: - How do I prioritize multiple financial goals? - I have some cash saved, but what should I do with it? - I don't understand my taxes, is there more I should be doing? - Should I be saving for my children’s education? - Will I be able to retire on time, and live comfortably once I get there? - I’m self-employed, how should I be planning for my future? - How should I handle my equity compensation? - Do I have enough insurance to protect my loved ones? - How does having a baby impact my financial situation?

General tax planning Equity Recipients (RS/RSU, SOP, ESPP) Young Families Gen Y/Millennials (Born 1980-1995)
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William N

Series 63, Series 66

Bolton, MA

Yellow Dog Financial, Inc.

General retirement planning Income planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Glenn B

CFP®, CRPC®

Framingham, MA

PlanDynamic, LLC

I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.

Wealth management Gen X (Born 1965-1980) Parents FIRE (Financial Independence Retire Early)
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Peter S

Series 63, Series 65

Southboro, MA

Shimkus, Peter E

Private / alternative investments Real estate investing
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