Stars & Stripes Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stars & Stripes Financial Advisors is a state-registered independent investment adviser that provides tailored investment management and financial planning to individuals and to institutional clients such as charitable organizations and businesses. The firm offers ongoing portfolio management, comprehensive and hourly financial planning, and may implement models through third‑party managers or sub‑advisors as part of its services.
The firm’s investment approach emphasizes establishing client-specific objectives and constructing asset allocations that combine passive and active strategies informed by Modern Portfolio Theory, with periodic (typically quarterly) reviews and the ability for clients to impose written restrictions. In addition to one‑on‑one planning and management, the firm conducts educational seminars and speaking engagements to provide general financial education to groups and communities.
Distinctive aspects include its reported work for institutional clients despite modest reported assets under management (about $528,700 across roughly 20 client relationships), the firm’s use of client testimonials in its advertising, and a formal seminar/speaking program that may be provided pro‑bono. The firm also relies on third‑party model portfolios and a recommended custodian relationship to deliver its services.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning upfront fee of $1,050
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $25,000,000: 0.55% $25,000,001+: 0.45%
Hourly Financial Advice at $310 per hour; Educational Seminars at $298 per hour
Comprehensive Financial Planning ongoing fee $250-$980 per month
Fee-only: Comprehensive Financial Planning: upfront $1,050 plus ongoing $250-$980/month; Hourly Financial Advice: $310/hour; Educational Seminars: $298/hour
Main office
Douglasville GA
Advisors at this office
1
Most active in
Florida · Georgia · North Carolina · Texas
Also doing business as
Stars & Stripes Financial Advisors · Stars & Stripes Financial 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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
Quick links
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