5 Star Investing fees and pricing

Financial planner in Milton-freewater, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2024, 5 Star Investing charges a quarterly fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2024. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $250/qtr; “The Advisory Fee is calculated (assets x fee rate = free amount: $100,000.00 x 0.0025= $250.00 each quarter).”

Payment and refund terms, quoted from the fee section of the brochure.

“The Advisory Fee is paid quarterly, in advance, at the beginning of each quarter (i.e. – January 1, April 1, July 1, and October 1).”
“The annual Advisory Fee may be negotiable.”
“Advisory Fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contribution and withdrawals).”

Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2010 (16 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 68
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $16,192,519
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155479
Phone: (541) 938-6105

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.