A complete list of active advisors currently associated with Lonestar Registered Investment Advisors, LLC

Warmer can help you find a great advisor at Lonestar Registered Investment Advisors, LLC or one who fits your needs even better.

Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services (including limited-scope ERISA 3(21) fiduciary services) and assists individuals, high‑net‑worth clients, and institutional plan sponsors in selecting investment models. The firm also offers insurance-related products through affiliated insurance brokerages and supports client education and enrollment for employer plans. The firm operates primarily as a co‑advisor to third‑party money managers, assisting clients with model selection and maintaining discretion to choose models but not to select specific securities or execute trades; portfolio management and trade execution are handled by the third‑party manager. Lonestar delivers comprehensive financial plans, periodic account reviews, and uses fundamental, technical and cyclical analysis in its planning and due‑diligence processes. Noteworthy aspects include explicit fee‑sharing, referral and incentive arrangements with a named third‑party manager (Gradient Investments, LLC) and disclosures of indirect ownership ties to private‑equity entities and an affiliated insurance brokerage, all of which the firm identifies as potential conflicts of interest. The firm reports substantial discretionary AUM while delegating day‑to‑day portfolio management to TPMs, and several of its advisors spend a majority of their time selling insurance—features that distinguish its business model from most peer team firms.

To learn more about the advisors currently working at Lonestar Registered Investment Advisors, LLC, 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.