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John Rice

Advisor at Fourstar Wealth Advisors, LLC

Updated today

Location

Las Vegas, NV 89120

Credentials

ChFC®, Series 63

Industry experience

44 years

About

John Rice is a financial advisor at FourStar Wealth Advisors, LLC with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining FourStar Wealth Advisors in 2022, he worked at IFG Group and NPB Financial Group, LLC. Outside of his advisory role, he is also an insurance agent. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Client services

Based on Fourstar Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Fourstar Wealth Advisors, LLC

Charitable giving & philanthropy

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Fee options

Fixed

Fixed fees for financial planning and wealth management services; negotiated individually based on scope and complexity.

Percentage

$0 - / not explicitly stated: Graduated scale (rates not specifically detailed in brochure) $25,000 - / not explicitly stated: Minimum deposit to deposit assets into account for fee adjustments $100,000 - / not explicitly stated: Minimum withdrawal amount for fee adjustments

Commissions

Certain supervised persons may receive commissions for insurance products sold separately.

Project-based

Hourly rates range from $200 to $500 per hour.

Other

Fee-only: Fixed fees for financial planning services, fees may vary by scope and complexity; hourly fees $200 to $500 per hour; project fees negotiated case-by-case.

Location

3785 E Sunset Rd, Ste A10

Las Vegas, NV 89120

Most active in

Nevada

Work history

FourStar Wealth Advisor LLC

2022 - Present (4 years)

IFG Group

2022 - 2022 (1 year)

NPB Financial Group, LLC

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Las Vegas, NV

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General retirement planning General tax planning Wealth management
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General retirement planning Tax-loss harvesting Roth conversion strategy
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Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis
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Wealth management Passive / index investing Active portfolio management
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Las Vegas, NV

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Active portfolio management Options & derivatives strategies
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Wealth management
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