George Kiraly
LodeStar · Naples, Florida
George Kiraly is a fee-only financial advisor at LodeStar in Naples, Florida, who holds the CFP credential. George focuses on retirement planning and tax planning. LodeStar reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Physicians
- Founders
- Ultra high net worth
Facts
| Firm | LodeStar |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $92.5M across 318 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NJ · CRD 2360510 |
| Exams passed | Series 63 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ldstar.com |
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Questions about George
Is George Kiraly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and LodeStar reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, LodeStar, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does George charge?
According to LodeStar's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is George Kiraly based?
George Kiraly is based in Naples, Florida.
What does George specialize in?
George's specialties include retirement planning and tax planning. George works with retirees, pre-retirees, executives, physicians and founders.
What credentials does George Kiraly hold?
George Kiraly holds the CFP credential.
Is George Kiraly registered with the SEC?
Yes. George Kiraly is registered as an investment adviser representative in CA, FL and NJ (CRD 2360510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LodeStar manage?
LodeStar reports $92.5M across 318 accounts in assets under management.
How do I contact George Kiraly?
Through George's website, www.ldstar.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 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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