Lodestar Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,611,598
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
46
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$730,687
About
Lodestar Wealth Public Benefit, LLC is a small, independent registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and business entities. The firm documents each client’s goals and constraints in an Investment Policy Statement to guide portfolio construction and ongoing decisions.
The firm emphasizes ETF-based, long-term portfolios and applies a mix of modern portfolio theory, fundamental, quantitative and technical analysis to build diversified allocations. It actively monitors accounts and offers financial planning as a discrete service (available on either a fixed-fee or hourly basis) in addition to ongoing advisory relationships.
Noteworthy features include its organizational form as a public benefit LLC and its inclusion of pension and profit-sharing plan clients, a client type that is uncommon among similar solo independent advisers. Lodestar also accepts a relatively broad investable universe for a small RIA — ranging from ETFs and real estate funds to private placements and venture capital funds — and uses institutional custody and trading resources available through an advisor platform.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Debt management
Fee options
Fixed financial planning fees between $1,000 and $5,000 depending on complexity
$0 - $250,000: 0.95% $250,001 - $750,000: 0.85% $750,001 - $1,750,000: 0.75% $1,750,001 - $3,750,000: 0.65% $3,750,001+: 0.30%
$375 per hour for financial planning services
Account minimum: $50,000 Fee-only: Fixed fees between $1,000 and $5,000 for financial plans; Hourly fee of $375/hour for financial planning services
Main office location
Lodestar Wealth, LLC
225 Dyer Street
Providence RI 02903, United States
Number of offices
1
Most active in
Lodestar Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island · 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 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
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