Advisor at Financial Planning Strategies, LLC
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Firm
Financial Planning Strategies, LLC
Location
Colorado Springs, CO 80919
Credentials
ChFC®, Series 65
Industry experience
6 years
Chad Tipps is a financial advisor at Fourstar Wealth Advisors, LLC in Colorado Springs, CO, holding the ChFC® designation and Series 65 license with six years of industry experience. He previously worked at Financial Planning Strategies and has experience with Charis Christian Center. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using mutual funds, ETFs, individual securities, options, and independent managers, employing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.
Based on Financial Planning Strategies, LLC
0.50% to 1.50% annually (negotiable based on client circumstances, capped at 1.50%)
Insurance commissions from sales of fixed insurance products (separate and distinct from advisory fees).
Fee-only: Annual asset-based fee ranging from 0.50% to 1.50%, negotiable; fees billed quarterly in advance and prorated for partial periods.
6645 Delmonico Blvd, Suite 101
Colorado Springs, CO 80919
Colorado · Texas
Fourstar Wealth Advisors, LLC
2026 - Present (1 year)
Financial Planning Strategies
2017 - Present (9 years)
Charis Christian Center
2014 - 2020 (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.
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.
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.
Series 65
Colorado Springs, CO
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ChFC®, Series 65
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Series 65
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Prosper Financial
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