A complete list of active advisors currently associated with GreenStar Advisors

Warmer can help you find a great advisor at GreenStar Advisors or one who fits your needs even better.

GreenStar Advisors is a Colorado-registered investment adviser that provides discretionary portfolio management and personal financial planning for individuals, high‑net‑worth families, trusts and individual retirement accounts, overseeing roughly $48.4 million in client assets. The firm also provides retirement plan design and administration support and accepts both retail and institutional accounts. Portfolios are constructed with diversified allocations across ETFs, mutual funds, individual equities and fixed‑income securities and are managed on a discretionary basis with at least annual reviews and updates to clients’ risk profiles. The firm requires client accounts to be held at Schwab Advisor Services, bills advisory fees as a percentage of assets under management on a quarterly‑in‑advance basis, and uses householding and negotiated fee arrangements for certain clients. Uncommonly for peers in this category, the brochure discloses that GreenStar provides portfolio management for institutional clients and offers educational resources and client-facing tools (including complimentary financial planning and website calculators/workshop-style materials). The brochure also notes a 2019 regulatory stipulation involving an unlicensed representative and describes operational practices such as using standing letters of authorization to debit fees—items prospective clients may wish to review.

To learn more about the advisors currently working at GreenStar Advisors, 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.