LodeStar Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,416,497
Clients
162
Advisors
2
across 2 offices
About
LodeStar Advisory Group is a fee-only wealth management firm that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), trusts, estates, corporations, and charitable organizations. The firm offers ongoing wealth management as well as stand‑alone financial planning and consulting engagements.
The firm’s investment process combines tailored asset-allocation with daily reviews of macroeconomic indicators and a mix of fundamental, technical, and cyclical analysis; strategies are generally long-term but the firm may execute shorter-term trades when appropriate. LodeStar may retain legacy positions for tax or portfolio-fit reasons and explicitly uses margin, options, hedging techniques and leveraged/inverse ETFs as tactical or risk-management tools.
Compared with many peers of similar size, LodeStar operates with a small advisory team managing roughly $92.5 million in discretionary assets and places formal emphasis on behavioral finance alongside traditional planning credentials (including CFP and related registrations). The combination of a fee‑only fiduciary orientation, use of derivatives and leveraged products for hedging, and an explicit behavioral-finance focus is relatively uncommon among firms of this scale.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fixed fees ranging from $3,000 to $6,000 depending on complexity
Less than $1,000,000+: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% More than $10,000,000+: 0.50%
Up to $450 per hour for financial planning and consulting services only
Account minimum: $1,000,000 Minimum fee: $5,000 minimum annual fee if account minimum waived Fee-only: Fee-only advisory services; no commissions or other compensation from other sources
Main office
See office999 Vanderbilt Beach Road, Suite 200
Naples FL 34108
Advisors at this office
1
Offices (2)
Most active in
California · Florida · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sara S
Series 65
Long Valley, NJ
LodeStar Advisory Group, LLC
Sara Solano is a financial advisor at LodeStar Advisory Group, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Lotus Learning Group. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a blend of tailored asset allocation, macroeconomic analysis, and tactical strategies including margin and options for portfolio management.
George K
CFP®, Series 63
Naples, FL
LodeStar Advisory Group, LLC
George Kiraly Jr. is a CFP® with 21 years of industry experience and has been with LodeStar Advisory Group, LLC since 2003. He is based in Naples, FL, and holds a Series 63 license. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm combines tailored asset allocation with macroeconomic analysis and uses both long-term and tactical strategies, including derivatives and leveraged products, alongside a focus on behavioral finance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)