Stellar Financial Planning
RIAState Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$288K
Accounts
36
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 120284
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.48%
- HNWI49.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stellar Financial Planning is an independent, sole-proprietorship registered investment adviser that serves individual and family clients. The firm is owned and run by an individual adviser and focuses on financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-assets fees with hourly and fixed-fee engagements. Filings indicate the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Emmaus Investor Services Corp.
RIAAUM $10.4MTEAM 1REPS 1
Next Step Financial Transitions
RIAAUM $10.4MTEAM 2REPS 2
Bayshore Financial Solutions, LLC
RIASt Petersburg, FL
AUM $10.4MTEAM 1REPS 1
Longboard Capital Advisors, LLC
RIAAUM $10.4MTEAM 1REPS 1
Grant Asset Management, LLC
RIAAUM $10.4MTEAM 1REPS 1
Plumb Financial
RIAArlington, TX
AUM $10.4MTEAM 1REPS 1