Amanda Albright
Lodestar Asset Management · Alamo, California
Amanda Albright is a fee-only financial advisor at Lodestar Asset Management in Alamo, California, who holds the CFP credential. Amanda charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $4,000 and $500 an hour).
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Who they serve
- Founders
- Executives
Facts
| Firm | Lodestar Asset Management |
|---|---|
| Based in | Alamo, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · $500 an hour · 0.95% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Assets under management | $1.34B across 1,921 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7404524 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lodestarpam.com |
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Questions about Amanda
Is Amanda Albright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Lodestar Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Amanda charge?
According to Lodestar Asset Management's website, checked October 30, 2026: one-time plans from $4,000; $500 an hour; 0.95% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Amanda Albright based?
Amanda Albright is based in Alamo, California.
What credentials does Amanda Albright hold?
Amanda Albright holds the CFP credential.
Is Amanda Albright registered with the SEC?
Yes. Amanda Albright is registered as an investment adviser representative in CA (CRD 7404524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lodestar Asset Management manage?
Lodestar Asset Management reports $1.34B across 1,921 accounts in assets under management.
How do I contact Amanda Albright?
Through Amanda's website, www.lodestarpam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lodestar Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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