CB
CFP

Casey Alan Bright

11 Years of Experience

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

2416 Greatstone Point, Lexington, KY, 40504

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Regulatory History (3)
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.
Regulatory
October 2024
Final
Employment Separation After Allegations
January 2023
Customer Dispute
March 2017
Settled
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
LPL Financial LLC
February 2023 - December 2024 · 1 yr 10 mos
LPL Financial LLC Broker
February 2023 - December 2024 · 1 yr 10 mos
Edward Jones
March 2014 - February 2023 · 8 yrs 11 mos
Edward Jones Broker
January 2014 - February 2023 · 9 yrs 1 mo
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Casey Alan Bright - Financial Advisor | AdvisorDiscover