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Wellspent public graph/Firms/GreenStar Advisors
Firm

GreenStar Advisors

Centennial, Colorado

Fee-only

GreenStar Advisors at a glance

  • One of 336 fee-only firms based in Colorado in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 39 individual clients, 16 of them high net worth.
  • Its average account is about $672,000 (assets it manages divided by its 72 accounts).

Specialties Tax planning

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Based inCentennial, Colorado
Websitegreenstaradvisors.com
Phone(720) 936-1606

GreenStar Advisors fees

GreenStar Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets
Assets managed$48 million
Individual clients23
High-net-worth clients16
Accounts managed72
Employees1
Financial planningOffered
Form ADV filedJanuary 29, 2026
SEC recordCRD 289373

Advisors at this firm (1)