Charles Tobler
Star Financial Services · Denver, Colorado
Charles Tobler is a fee-only financial advisor at Star Financial Services in Denver, Colorado, who holds the CFP credential. Charles charges hourly fees, a flat fee or retainer and a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Star Financial Services |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Assets under management | $53M across 74 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 4157040 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.starfinancialservices.biz |
How Charles's firm compares
- Star Financial Services's average account is about $716,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Charles
Is Charles Tobler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Star Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles charges hourly fees, a flat fee or retainer and a percentage of assets.
Where is Charles Tobler based?
Charles Tobler is based in Denver, Colorado.
What does Charles specialize in?
Charles's specialties include retirement planning and tax planning.
What credentials does Charles Tobler hold?
Charles Tobler holds the CFP credential.
Is Charles Tobler registered with the SEC?
Yes. Charles Tobler is registered as an investment adviser representative in CO (CRD 4157040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Star Financial Services manage?
Star Financial Services reports $53M across 74 accounts in assets under management.
How do I contact Charles Tobler?
Through Charles's website, www.starfinancialservices.biz.
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
- Star Financial Services 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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