Wealthstar Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400⁠-⁠$12,000

“Arrangements Depending upon the complexity of the situation and the needs of the client, the fixed fee rate for creating client financial plans is between $400 and $12,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealthstar Advisors, LLC bills

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

• “Such fees are payable monthly in advance.”
• “Adjustments for contributions or withdrawals to a client’s portfolio will not be prorated for the month in which the change occurs.”
• “If the client does not have another account with the firm, WSA will send an invoice to the plan participant and/or annuity owner monthly in advance.”

How Wealthstar Advisors, LLC’s fees compare

• Its flat or project fee of $400-$12,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Wealthstar Advisors, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2014 (12 years).

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

1.5% a year

Clients

453

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$723,608,845

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164957

Website

facebook.com/wealthstar-advisors-236422403043185 (opens in new tab)

Phone

(972) 372-2935

Can advise clients in 14 states: California, Colorado, Connecticut, Florida, Illinois, Kansas, Louisiana, Massachusetts, Nebraska, New Hampshire, Ohio, Oklahoma, Tennessee, Texas

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano