A complete list of active advisors currently associated with Fleetstar Financial
Warmer can help you find a great advisor at Fleetstar Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fleetstar Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 32
|
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