ALL STAR FINANCIAL

Overview

ALL Star Financial is an independent registered investment adviser that launched SEC registration in 2022 and operates as a limited liability company with individual ownership. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its business activities include accounting services, which suggests hybrid capabilities around tax-aware planning and coordination between investment strategies and client accounting. Investment activity is centered on discretionary management, with a clear tilt toward pooled public vehicles. The firm’s stated fee arrangements include percentage-of-AUM, hourly charges and fixed fees, which allows flexibility across wealth management and advisory engagements. ALL Star Financial uses third‑party managers for alternatives and supplements traditional public holdings with annuities where appropriate to meet income, liability-matching or risk-transfer objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices