A complete list of active advisors currently associated with Star Financial Services
Warmer can help you find a great advisor at Star Financial Services or one who fits your needs even better.
Star Financial Services is an independent, fee-only financial planning and investment management firm that serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and small business owners. It provides comprehensive financial planning covering insurance, tax, college and retirement issues, and offers portfolio management implemented primarily with no-load mutual funds, ETFs and individual securities. The firm uses a modern portfolio theory framework with globally diversified asset allocations, periodic rebalancing and regular performance reviews, and provides semi-annual written reports and quarterly account reviews. Uncommonly for a solo independent advisor, it manages roughly $53 million of client assets predominantly on a non-discretionary basis, requiring client approval for trades while typically holding a limited power of attorney to execute orders. Operating as a single-advisor practice since 2003 and led by a CFP‑certified principal with an MBA, the firm combines ongoing investment oversight with customizable planning engagements and negotiable fee arrangements (hourly, flat or AUM-based). Distinctive operational features include no custody of client assets, a policy of not accepting discretionary trading authority, and directing clients to receive proxy materials and custodian statements directly.
To learn more about the advisors currently working at Star Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Denver, CO
| 22
|
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