Fourstar Wealth Advisors, LLC fees and pricing

Financial planner in Chicago, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Fourstar Wealth Advisors, LLC charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “Fees may also be charged based on hourly rates, which vary from $200 to $500 per hour.”

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

“The terms and conditions of the financial planning engagement are set forth in the Advisory Agreement and FourStar generally requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
“The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
“If assets are deposited into ($25,000 min) or withdrawn ($100,000 min) from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”

Its hourly rate of $200-$500 spans the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
34 of the 54 other planners in Chicago that publish an hourly rate charge less.

“FourStar offers a variety of advisory services, which include financial planning and investment management services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 1,753
Employees: 48
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
Assets managed: $1,420,690,494
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 169613
Website: timeto.planyourexitstrategy.com (opens in new tab)
Phone: (312) 667-1750

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