Advisors

Our Independent Platform

FourStar Wealth Advisors is an independent RIA firm, which means we focus solely on serving our partners’ and clients’needs. Through our infrastructure we have built an open architeture system to allow advisors the greatest amount of choices while maintaining a simple platform.

Freedom

TO BUILD YOUR BRAND AND YOUR BUSINESS YOUR WAY

Since you are taking the career and financial risk of building your business, you should have the freedom to deliver the services you want, charge whatever you feel is fair, hire who you want and when you want, and build your brand without the compliance handcuffs that large companies demand. That is why we started FourStar and created a platform that provides you maximum freedom to choose whatever providers and innovative products you want to offer, structure you fees however you wish, and be as creative as you want in promoting your business. You are free to join or leave without any restrictive covenants or clawbacks. Why? Because it’s YOUR business, not theirs.

Flexibility

HIGHER INCOME AND HIGHER NET WORTH

Greater payouts and a flexible advisor model matrix give the advisor the power to choose the payout structure that works best for them. All model payouts are among the highest available.

Enhanced Marketing

TO CREATIVELY PROMOTE YOUR BUSINESS AND SHOWCASE YOUR UNIQUE VALUE

You‘ll have the opportunity to “piggy back” on the unique marketing strategies that FSWA is implementing. Due to our leadership in philanthropy and real estate, we are creating an extensive network of complementary professionals such as estate attorneys and specialized accountants with whom you are welcome to utilize for providing deep level expertise to your clients as well as to develop cross-referral alliances.

The Difference

TRANSITION SUPPORT

COMPLIANCE SERVICES

IT SUPPORT

SUPERIOR TOOLS

FINANCE & COMMISSIONS

MARKETING SERVICES

SPECIALIZATION TRAINING SERVICES

FourStar Wealth Advisors offers full transitional support for advisors. Advisors will be given an in house transitional consulting who will design with the advisor a plan to smoothly and successfully transition the practice.

With over 25 years of experience in the finance industry FourStar Wealth Advisors designed a compliance program that will protect all our advisor partners while giving them the flexibility and response times to run their practice efficiently.

FourStar Wealth Advisors has partnered with Itegria to give partnered advisors a secure cloud based environment and 24/7 technology services. With the cloud advisors can run their practice from anywhere on any machine and still maintain the same setup they have at the office.

FSWA back office services takes care of all your back office fee based needs.

Working with a FourStar Wealth marketing consultant and utilizing some of the most cutting edge marketing technology available there are multiple ways FSWA can enhance your marketing strategies. FourStar Wealth Advisors will start with a practice marketing evaluation and can then recommend areas where you can gain greater traction.

Built around providing our partners with the greatest training and opportunities available FourStar Wealth created multiple specialization suites in: Real Estate, Angel Investing, Philanthropic Planning and Corporate Executive Advising.

Built around providing our partners with the greatest training and opportunities available FourStar Wealth created multiple specialization suites in: Real Estate, Angel Investing, Philanthropic Planning and Corporate Executive Advising.