Catherine Dale Bearce

CFP · ChFC

Fourstar Wealth Advisors, LLC

22 Years of Experience

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Firm Information

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Financial Planning:Included in AUM fee

Hourly Rate:$200 - $500/hr

FourStar charges fees for financial planning based on the scope and complexity of the plan. Investment management fees are based on assets under management, a flat fee, or a combination of both. Fees may also be charged hourly ($200-$500/hour) or on a project basis. Fees are prorated and charged quarterly in advance. The firm may negotiate a lesser fee based on certain criteria. Retirement plan consulting fees range between 0.25% and 2.00%.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning

Advisor Information

Office location

Andover, MA

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2024

Settled

Customer Dispute

August 2013

Denied

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Other Business ActivitiesSells Insurance

Catherine sells non-variable insurance products, including health, disability, life, LTC, and fixed insurance, dedicating minimal time to this activity. She is also involved in various investment-related activities, including real estate rental and management, and business entities for tax/investment purposes.