What Wealthstar Advisors does

WealthStar Advisors, LLC is a privately held, fee-only Registered Investment Adviser founded in 2010 and headquartered in Plano, Texas, with an affiliated office in McKinney, Texas. The firm delivers comprehensive financial planning and wealth management services to high net worth individuals, families, and businesses across North America, including investment advice, wealth management, tax planning, estate planning, protection planning, and financial education. Its services are organized around a client-first, goal-based planning model delivered through eight credentialed advisors and supported by client service staff and a paraplanner.

The firm's technology stack is built entirely on standard third-party RIA infrastructure rather than proprietary systems. Client financial plans are produced and accessed through eMoney 360, which provides 24-hour portal access; custodial, trading, and account-access services are provided by Fidelity (primary) and Charles Schwab; and portfolio evaluation is handled via Black Diamond. Client-facing content (calculators, newsletters, animated videos, a glossary, and a tax library) supports education and lead generation through the firm website and LinkedIn/Facebook profiles, but there is no proprietary platform, app, or API surface.

Commercially, WealthStar operates on a fee-only advisory model with no commission revenue, monetizing recurring advisory fees under client service agreements. Pricing is not publicly disclosed and no AUM minimums, fee schedules, or revenue figures are released. The firm has no outside investors, no parent company, and no disclosed M&A activity; control rests with its three co-founders, all of whom are former American Express Financial Advisors / Ameriprise practitioners, and growth has been driven by incremental senior advisor hires since 2010.

Name

Wealthstar Advisors

Legal name

WealthStar Advisors, LLC

Website

https://wealthstaradvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

WealthStar Advisors is a fee-only Registered Investment Adviser founded in 2010 in Plano, Texas, providing comprehensive financial planning and wealth management services to high net worth individuals, families, and businesses across North America using eMoney, Fidelity, and Black Diamond.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Financial planning services
• Wealth management advisory
• Investment advisory services
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: The company is described as a fee-only firm, meaning they remove the conflict of interest inherent in commission-based financial relationships. Advisory services are offered to clients where WealthStar Advisors and its representatives are properly licensed or exempt from licensure.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

WealthStar Advisors is a fee-only Registered Investment Adviser that delivers comprehensive financial planning and wealth management services to high net worth individuals, families, and businesses across North America. Core offerings include comprehensive financial planning, investment advice, ongoing wealth management, tax planning, estate planning, protection planning, and financial education services, with client accounts custodied at Fidelity and supported through the eMoney financial planning platform.

Product overview

WealthStar Advisors offers a comprehensive suite of financial advisory services centered around its core financial planning and wealth management offerings. The primary services include Comprehensive Financial Planning, Investment Advice, Wealth Management, Tax Planning, Estate Planning, Protection Planning, and Financial Education Services. These are supported by client-facing digital tools including eMoney financial planning software, Black Diamond Portfolio Evaluation tools, and integrations with Fidelity and Charles Schwab for custodial services. The firm also provides educational resources through a Learning Center featuring calculators, newsletters, videos, a financial glossary, and a tax library containing forms, rates, and publications. The overall offering represents an integrated financial advisory service model where human advisors deliver personalized planning supported by technology platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning Holistic, goal-based financial planning covering all aspects of a client's financial life including goals assessment, strategy development, and ongoing guidance, delivered to high net worth individuals, families, and businesses.
• Investment Advice Professional investment guidance and portfolio management tailored to individual client risk profiles and financial objectives, delivered within the firm's fee-only Registered Investment Adviser model.
• Wealth Management Ongoing management and optimization of high net worth individuals' and families' investment portfolios and wealth strategies, executed with custodial services through Fidelity.
• Tax Planning Strategic tax planning services designed to help clients minimize tax liabilities and optimize after-tax returns, integrated with the firm's broader wealth planning process.
• Estate Planning Estate planning services designed to help ensure orderly and cost-effective distribution of assets and wealth to beneficiaries, including guidance on beneficiary designations and asset transfer.
• Protection Planning Risk management and insurance planning services designed to protect clients' assets and financial security, coordinated within the firm's comprehensive planning framework.
• Financial Education Services Educational resources and tools to help clients understand financial concepts and make informed decisions, supported by an online Learning Center featuring calculators, newsletters, videos, a glossary, and a tax library.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• eMoneycoreTechnology or IntegrationeMoney 360 is described as the foremost financial planning software in the industry. WealthStar Advisors provides 24-hour access to client personal financial planning websites through this platform.
• FidelitycoreTechnology or IntegrationFidelity provides custodial, trading, and web services for client accounts. Clients access their accounts through Fidelity's platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Personal Capital: Hybrid digital wealth management firm offering financial planning tools and advisory services to HNW clients. Comparable target market and service offering, with a more technology-driven client experience.
• Facet Wealth: Digital-first RIA offering flat-fee, comprehensive financial planning to HNW clients. Overlaps with WealthStar's fee-only HNW service model but differentiates through a technology-led, virtual delivery model.

Broad incumbents

• Creative Planning: Fee-only RIA founded in the Midwest serving HNW clients with comprehensive wealth management, tax, and estate planning. Directly comparable value proposition with a much larger advisor headcount and national footprint.
• Fisher Investments: Large independent investment management firm serving HNW individuals and institutions. Comparable in serving HNW clients with a fee-based advisory model, though more specialized in discretionary portfolio management.
• Carson Group: National RIA offering financial planning, investment management, and business consulting services to advisors and their clients. Comparable HNW-focused wealth management offerings with a larger partner-firm network.
• Focus Financial Partners: Partnership of independent RIAs providing wealth management services to HNW clients, with a centrally managed technology and operations platform. Comparable fee-only RIA model but is a publicly traded consolidator with strategic backing.
• Edelman Financial Engines: One of the largest US RIAs offering comprehensive financial planning, investment management, and wealth advisory services to HNW clients. Provides a directly comparable service mix with national reach and an integrated financial planning platform.
• Mariner Wealth Advisors: Large national RIA providing comprehensive financial planning, investment advisory, tax, and estate services to HNW individuals and families. Operates a similar fee-only advisory model but at substantially greater scale with multiple offices across the US.
• Charles Schwab Wealth Advisory: Schwab's managed-portfolio advisory service offering fee-based investment advice and financial planning. WealthStar already partners with Schwab for custody, making this a direct competitor in the same end-client market.

Others

• Ameriprise Financial: WealthStar's founders previously worked at Ameriprise's predecessor (American Express Financial Advisors). Ameriprise continues to provide a comparable HNW wealth management offering and is also a relevant market context for breakaway-advisor recruitment dynamics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WealthStar-Advisors-236422403043185
• LinkedInlinkedin.com/company/wealthstar-advisors-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealthstar Advisors