John Patrick Rice

ChFC

Fourstar Wealth Advisors, LLC

44 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

3785 E Sunset Rd, Ste A10, Las Vegas, NV, 89120

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Regulatory 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

June 2021

Settled

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Other Business ActivitiesSells Insurance

John is an insurance agent/representative since 1982, dedicating about 10-20% of his time to outside insurance activities. He also owns rental properties managed by Blackrock Mountain Resort since 2021, requiring minimal time.