Lodestar Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,411,598
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
46
24% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$269,817
About
Lodestar Wealth serves individuals, high-net-worth individuals, and business entities, including pension and profit-sharing plans, offering ongoing discretionary and non‑discretionary portfolio management as well as financial planning services. The firm documents each client’s goals and constraints in an Investment Policy Statement and provides regular account reporting through custodial statements.
The firm’s investment approach emphasizes ETF-centered, long‑term strategies informed by a mix of fundamental, quantitative, technical analysis and modern portfolio theory, with active monitoring and the option for discretionary trading. Portfolios are generally built from ETFs, mutual funds, equities, fixed income and real‑estate funds, and the firm may incorporate private placements, venture capital interests, commodities and precious‑metal exposures when appropriate for diversification.
Compared with many solo independent advisers, Lodestar works with corporate retirement arrangements and profit‑sharing or pension plans, a client type that is relatively uncommon for firms of its size. The adviser is organized as a public benefit LLC, maintains access to an institutional custodian platform that supplies trading and research services, and typically delivers financial plans as a one‑time engagement with follow‑up available by request.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Debt management
Fee options
Fixed fee $1,000 to $5,000 for financial planning
$0 - $250,000: 0.95% $250,001 - $750,000: 0.85% $750,001 - $1,750,000: 0.75% $1,750,001 - $3,750,000: 0.65% $3,750,001+: 0.30%
$375 per hour
Account minimum: $50,000 Fee-only: Fixed fee $1,000 - $5,000; Hourly fee $375/hour
Main office location
Lodestar Wealth, LLC
225 Dyer Street
Providence RI 02903, United States
Number of offices
1
Most active in
Lodestar Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
-
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.
Forms ADV
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