LodeStar Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$92,519,935
Total clients
162
21% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
81
Average account size
$571,111
About
LodeStar Advisory Group provides investment management and financial planning primarily for individual and high‑net‑worth clients, and also serves trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary portfolio management plus standalone financial planning and ongoing wealth management support, and it will advise on variable annuities, employer retirement plans, and college savings plans.
The firm operates on a fee‑only basis and tailors portfolios using a mix of macroeconomic, fundamental, technical, and cyclical analysis, with regular monitoring and rebalancing. LodeStar also incorporates behavioral‑finance principles into its client work and employs a range of strategies — including hedging, options, futures, margin, and inverse/leveraged ETFs — that it may use when appropriate for a client’s stated objectives and risk tolerance.
Compared with many peers, LodeStar combines a long operating history (since 2003) and NAPFA/fee‑only alignment with staff who hold Behavioral Financial Advisor credentials, and it manages its assets on an all‑discretionary basis. The firm uses Fidelity’s institutional platform for custody and execution and discloses receipt of various institutional services from Fidelity that can create potential conflicts of interest, while stating those relationships are reviewed as part of its fiduciary duties.
Client services
Expertise
Fee options
Fixed fee for financial planning services generally ranging between $800 and $5,000
Less than $500,000 - $499,999: 1.25% $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% More than $5,000,000+: 0.40% $500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% More than $5,000,000+: 0.50% Less than $250,000 - $249,999: 1.00% $250,001 - $500,000: 0.75% More than $500,000+: 0.50%
$400 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for Investment Management Accounts; $6,000 minimum annual fee for Wealth Management Accounts Fee-only: Financial planning fixed fees generally between $800 and $5,000; hourly fees $400 per hour
Main office location
LodeStar Advisory Group, LLC
999 Vanderbilt Beach Road, Suite 200
Naples FL 34108, United States
Number of offices
2
Most active in
California · Florida · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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