Fleetstar Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,064,059
Clients
6
0% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$177,343
About
FleetStar serves individuals, high‑net‑worth individuals, trusts, and estates, providing advisory services that include recommending third‑party investment advisers, overseeing managed variable annuity contracts, and advising on advisory variable universal life insurance policies. The firm also offers periodic educational workshops and courses at local colleges and universities that are impersonal in nature and do not provide individualized recommendations.
FleetStar’s process begins with an assessment of each client’s investment objectives, risk tolerance, time horizon, and financial situation to recommend an AssetMark program or an insurance‑based solution; implementation and trade execution are carried out by the selected third‑party adviser or within the insurance contract. The firm operates on a non‑discretionary model—FleetStar monitors third‑party managers and the insurance programs, documents reviews internally (generally annually), and communicates recommendations to clients rather than executing discretionary trades.
Noteworthy characteristics include a relatively small amount of regulatory assets under management (about $1.06M) alongside substantially larger assets under administration (about $32.8M) managed through third‑party platforms, indicating a focus on referral and oversight rather than direct portfolio management. FleetStar is affiliated with an insurance agency and discloses that it receives commissions for insurance sales and marketing allowances from a recommended platform; the firm identifies these arrangements as conflicts of interest and addresses them through disclosure and its fiduciary obligations.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Life insurance needs analysis
Fee options
Educational workshops and courses with nominal fees ranging from $35 to $85 per entire workshop.
$0+: FleetStar advisory fee: 1.00% annually plus AssetMark platform fee from 0.00% to 1.10% annually based on tiered schedule (specific tiers not disclosed in brochure) $0+: Managed Variable Annuity Program and Advisory Variable Universal Life Insurance Program: FleetStar receives a percentage of assets under management; specific percentage not clearly stated
Commissions received by Mr. Meekins through affiliated insurance agency FleetStar Financial, LLC for sale of insurance products (life insurance, annuities, long-term care). FleetStar as firm does not receive commissions.
Fee-only: FleetStar advisory fee of 1.00% annually for AssetMark programs; no commissions or transaction-based compensation received by FleetStar.
Main office location
Fleetstar Financial
One Thompson Square, Suite 204
Boston MA 02129, United States
Number of offices
1
Most active in
Fleetstar Financial has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Massachusetts · New Hampshire · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
(617) 236-1700
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