San Jose, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
FourStar Wealth Advisors, LLC
Multi-team
Firm-wide stats for FourStar Wealth Advisors, LLC
About
FourStar advises individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement‑plan consulting. Financial planning components (cash flow, tax, estate, charitable giving, insurance) are available standalone or as part of comprehensive wealth‑management engagements.
The firm combines fundamental and technical analysis and typically allocates client assets among mutual funds, ETFs, individual debt and equity securities, options, and third‑party independent managers, with portfolios managed primarily on a discretionary basis and tailored to clients’ risk tolerance and time horizon. FourStar also may recommend privately placed securities and invest eligible clients in pooled investment vehicles, while conducting ongoing monitoring of independent managers and model allocations.
Compared with many multi‑team peers, FourStar both operates and advises private funds and handles portfolio management for pooled vehicles, with client assets placed in those funds subject to fund‑level management fees (and not a separate advisory fee) and to required annual surprise examinations because of indirect custody. The firm discloses that several supervised persons are licensed insurance agents and registered representatives (which can generate commissions), and that some supervised persons are affiliated with another adviser that manages private funds; it cites disclosure and internal review as means to address those potential conflicts, and also notes relationships with numerous fund families that sponsor events for the firm.
Based on FourStar Wealth Advisors, LLC
Location
1541 The Alameda
San Jose CA 95126
Advisors at this office
2
Advisors at this office
Peggy M
ChFC®, Series 66
San Jose, CA
FourStar Wealth Advisors, LLC
Peggy Martin is a financial advisor at FourStar Wealth Advisors, LLC in San Jose, CA, holding the ChFC® and Series 66 designations with 27 years of industry experience. She has worked at FourStar since 2022 and has been with Family Wealth Consultants, Inc. for over 21 years, where she is also an owner. Martin serves as president of ISPF-AAUW, a nonprofit advocating for women and girls, and holds board roles as treasurer of the Morgan Hill Community Foundation and CFO of the Susan Charles Bergoff Foundation. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client assets across a variety of investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.
Craig M
CFP®, ChFC®, Series 65
San Jose, CA
FourStar Wealth Advisors, LLC
Craig Martin is a CFP® and ChFC® with 25 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and also serves as the owner of Family Wealth Consultants, Inc., where he has been involved in private fund management, due diligence, fund administration, and portfolio management since 1998. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and typically manages client portfolios on a discretionary basis, tailored to risk tolerance and time horizon, with a range of investment vehicles including mutual funds, ETFs, individual securities, options, and third-party managers.
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