Star Financial Services fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Star Financial Services charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Clients may pay an hourly fee of $200 per hour for financial advice, financial planning services or investment portfolio management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Star Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee will be paid semi-annually in arrears.”
- “When the firm completes the initial design of the customized investment portfolio(s) and receives client approval, the firm will submit an invoice.”
- “This amount will be credited on the initial management fee invoice.”
How Star Financial Services’ fees compare
- Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 42 other planners in Denver that publish an hourly rate charge less.
About Star Financial Services
“Star Financial Services, founded in April 2003, is an independent, fee-only financial planning and investment management firm providing financial advice to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and small business owners.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $53,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128021
- Phone
- (303) 904-0749
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.