Firm
Star Financial Services
Denver, Colorado
Fee-only
Star Financial Services at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $716,000 (assets it manages divided by its 74 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | starfinancialservices.biz |
| Phone | (303) 904-0749 |
Star Financial Services fees
Star Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, percentage of assets. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $53 million |
| Individual clients | 20 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 128021 |