A complete list of active advisors currently associated with WealthStar Advisors, LLC
Warmer can help you find a great advisor at WealthStar Advisors, LLC or one who fits your needs even better.
WealthStar Advisors, LLC provides investment advice and financial planning to individuals, high‑net‑worth individuals, and small business owners, including discretionary portfolio management, 401(k) participant advisory services, and comprehensive financial planning. Like many team firms, it documents client goals and risk tolerance and delivers ongoing portfolio monitoring and implementation. The firm takes a customized, quantitatively informed approach—using client questionnaires, optimization and computer models to set asset allocation and select investments—and documents that it may employ short‑term trading and a range of option strategies as part of portfolio management. WealthStar describes a proprietary Equity Substitution Strategy that places the bulk of assets in fixed‑income vehicles while using long‑dated options (LEAPS) on an S&P 500 index ETF, or a triple‑leveraged ETF alternative where options are not suitable, to seek equity‑like participation. WealthStar is notable among peers for offering its discretionary management exclusively through a sponsored wrap fee program and for explicitly incorporating derivatives and long‑dated options into separately managed strategies, practices the brochure highlights as increasing leverage, transaction activity, and risk. The brochure also discloses that certain principals and employees are licensed insurance agents who may receive commissions or referral fees for insurance sales, and that the firm manages roughly $723.6 million in discretionary assets and uses third‑party sub‑advisors for implementation.
To learn more about the advisors currently working at WealthStar 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.
You can also browse WealthStar Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Plano, TX
| 24
| |
McKinney, TX
| 27
| |
Plano, TX
| 23
| |
McKinney, TX
| 26
| |
Plano, TX
| 22
| |
Plano, TX
| 36
| |
Plano, TX
| 29
| |
Plano, TX
| 29
| |
Plano, TX
| 28
|
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