Fleetstar Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FleetStar serves individuals, high‑net‑worth individuals, trusts, and estates, providing advisory services that include recommending third‑party investment advisers, overseeing managed variable annuity contracts, and advising on advisory variable universal life insurance policies. The firm also offers periodic educational workshops and courses at local colleges and universities that are impersonal in nature and do not provide individualized recommendations.
FleetStar’s process begins with an assessment of each client’s investment objectives, risk tolerance, time horizon, and financial situation to recommend an AssetMark program or an insurance‑based solution; implementation and trade execution are carried out by the selected third‑party adviser or within the insurance contract. The firm operates on a non‑discretionary model—FleetStar monitors third‑party managers and the insurance programs, documents reviews internally (generally annually), and communicates recommendations to clients rather than executing discretionary trades.
Noteworthy characteristics include a relatively small amount of regulatory assets under management (about $1.06M) alongside substantially larger assets under administration (about $32.8M) managed through third‑party platforms, indicating a focus on referral and oversight rather than direct portfolio management. FleetStar is affiliated with an insurance agency and discloses that it receives commissions for insurance sales and marketing allowances from a recommended platform; the firm identifies these arrangements as conflicts of interest and addresses them through disclosure and its fiduciary obligations.
Client services
Expertise
Fee options
Educational workshops and courses with nominal fees ranging from $35 to $85 per entire workshop.
$0+: FleetStar advisory fee: 1.00% annually plus AssetMark platform fee from 0.00% to 1.10% annually based on tiered schedule (specific tiers not disclosed in brochure) $0+: Managed Variable Annuity Program and Advisory Variable Universal Life Insurance Program: FleetStar receives a percentage of assets under management; specific percentage not clearly stated
Commissions received by Mr. Meekins through affiliated insurance agency FleetStar Financial, LLC for sale of insurance products (life insurance, annuities, long-term care). FleetStar as firm does not receive commissions.
Fee-only: FleetStar advisory fee of 1.00% annually for AssetMark programs; no commissions or transaction-based compensation received by FleetStar.
Main office
One Thompson Square, Suite 204
Boston MA 02129
Advisors at this office
1
Most active in
Connecticut · Florida · Massachusetts · New Hampshire · North Carolina · Texas
Also doing business as
Fleetstar Advisors, LLC · Fleetstar Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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