Stars & Stripes Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$528,700
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$26,435
About
Stars & Stripes Financial Advisors is a state-registered independent investment adviser that provides tailored investment management and financial planning to individuals and to institutional clients such as charitable organizations and businesses. The firm offers ongoing portfolio management, comprehensive and hourly financial planning, and may implement models through third‑party managers or sub‑advisors as part of its services.
The firm’s investment approach emphasizes establishing client-specific objectives and constructing asset allocations that combine passive and active strategies informed by Modern Portfolio Theory, with periodic (typically quarterly) reviews and the ability for clients to impose written restrictions. In addition to one‑on‑one planning and management, the firm conducts educational seminars and speaking engagements to provide general financial education to groups and communities.
Distinctive aspects include its reported work for institutional clients despite modest reported assets under management (about $528,700 across roughly 20 client relationships), the firm’s use of client testimonials in its advertising, and a formal seminar/speaking program that may be provided pro‑bono. The firm also relies on third‑party model portfolios and a recommended custodian relationship to deliver its services.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Retired
Fee options
Comprehensive Financial Planning upfront fee of $1,050
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $25,000,000: 0.55% $25,000,001+: 0.45%
Hourly Financial Advice at $310 per hour; Educational Seminars at $298 per hour
Comprehensive Financial Planning ongoing fee $250-$980 per month
Fee-only: Comprehensive Financial Planning: upfront $1,050 plus ongoing $250-$980/month; Hourly Financial Advice: $310/hour; Educational Seminars: $298/hour
Main office location
Stars & Stripes Financial Advisors
Douglasville GA, United States
Number of offices
1
Most active in
Stars & Stripes Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(813) 418-2814
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")