Quasar
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quasar provides advisory services to individuals and high‑net‑worth clients through customized wealth management, family CFO services, financial planning consulting, estate and tax planning, and occasional educational seminars. The firm engages unaffiliated sub‑advisers for investment management and recommends custodians based on reputation while allowing clients to custody assets where they choose.
The firm frames advice around aligning financial resources with clients’ purpose, stewardship, and legacy goals, and it combines Modern Portfolio Theory and predominantly passive portfolio construction with fundamental, cyclical, and charting analysis. Quasar may use outside managers and buffered ETF strategies, monitors portfolios periodically, and provides rebalancing guidance as part of ongoing supervision.
Distinctive aspects include offering financial planning on an hourly basis alongside fixed annual flat‑fee engagements for broader services, and formally selecting and supervising other advisers to manage client portfolios — a mix that is uncommon for firms in this regulatory category. Quasar is newly formed and has not yet reported assets under management; its business continuity disclosures also note heavy reliance on a single key individual, and the firm does not act as a private fund adviser.
Client services
Expertise
Demographic focus
Fee options
Annual flat fees generally range from $10,000 to $30,000 depending on the service (Wealth Management, Family CFO, Estate Planning, Tax Planning)
$400.00 to $500.00 per hour, depending on complexity
Main office
11801 Domain Blvd, 3rd Floor
Austin TX 78758
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Quasar · Quasar Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")