CB
Firm Information
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%.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
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Advisor Information
Office location
6501 E Greenway Pkwy, #103-585, Scottsdale, AZ, 85254
Get directionsRegulatory History (1)
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
April 2019Final
Other Business Activities
Charles is the owner and IAR of Clear Stream Advisors, a Registered Investment Adviser, since 2007. He spends minimal time unwinding the S Corp and may do consulting in the future.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Nextgen Etfs, LLC
February 2022 - December 2022 · 10 mos
Clear Stream Advisors, Incorporated
June 2006 - December 2023 · 17 yrs 6 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.