Fourstar Wealth Advisors, LLC

FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and broader wealth management engagements that may combine planning, investment implementation, and ongoing reporting.

Portfolios are managed primarily on a discretionary basis and are allocated among mutual funds, ETFs, individual equity and debt securities, options, and selected independent managers; FourStar states it uses both fundamental and technical analysis and tailors portfolios to clients’ stated risk tolerances and objectives. The firm also advises eligible clients on privately placed securities and pooled investment vehicles (e.g., hedge funds) and operates as an investment manager for private funds.

FourStar’s brochure discloses several features that distinguish it from many multi‑team firms: it operates and manages private funds and notes that assets placed in those funds are charged fund management fees (with no separate advisory fee for those assets), and certain supervised persons provide private fund management through another adviser (Family Wealth Consulting). The firm also discloses that some supervised persons are licensed insurance agents and registered representatives who may receive commissions or 12b‑1 fees, and it describes disclosure and procedural steps intended to address the resulting conflicts of interest.