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

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

Lonestar Registered Investment Advisors provides financial planning and consulting to individuals (including high‑net‑worth clients), as well as pensions, trusts, and business entities. The firm arranges investment management through third‑party money managers rather than directly managing client portfolios. LRI operates primarily as a co‑advisor and referral conduit, working with third‑party managers such as Gradient Investments and Flexible Plan to help select model portfolios, assess risk tolerance, and deliver periodic reviews and reporting. The firm does not accept discretionary trading authority itself and requires clients who engage its recommended managers to custody assets with those managers’ custodians. Noteworthy aspects include a multi‑office footprint and roughly $250 million in client assets managed through third‑party relationships despite a small advisory team, and an ownership structure with ties to private‑equity affiliates that are minority owners in at least one recommended manager—relationships that the brochure discloses alongside fee‑sharing and incentive arrangements. The firm’s representatives also act as licensed insurance agents and spend a majority of their time on insurance activities, a material affiliation the brochure identifies as a potential conflict of interest subject to disclosure and mitigation.

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