Stellar Financial Planning
RIASEC Registered
Total AUM
$9.4M
Discretionary
$8.3M
88% of AUM
Avg account
$235K
Accounts
40
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 120284
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.98%
- Individuals48.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stellar Financial Planning operates as a sole proprietorship, focusing primarily on financial planning services and portfolio management for individuals and small businesses. The firm emphasizes personalized financial strategies tailored to the unique needs of its clients. Although it does not actively engage in ESG investing, Stellar Financial Planning provides a range of advisory services, including financial planning and investment management.
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
- Non-Exchange Traded Equities71%
- Exchange Traded Equities15%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents3%
Contacts
1 of 1Michael Starr
Investment Advisor RepresentativeCRD 2693446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Emerald Research Corp.
RIAAUM $9.4MTEAM 1REPS 1
Global Diversified Investments
RIANewport Beach, CA
AUM $9.4MTEAM 1REPS 1
Wayzata Investment Partners LLC
RIAWayzata, MN
AUM $9.4MTEAM 4REPS 6
LN Capital Management LLC
RIAAUM $9.4MTEAM 1REPS 1
49th Parallel Wealth Management
RIAScottsdale, AZ
AUM $9.4MTEAM 2REPS 2
R.A.I. Financial Services, Inc.
RIALynnfield, MA
AUM $9.4MTEAM 3REPS 1