Fourstar Wealth Advisors, LLC

FourStar Wealth Advisors, LLC is a registered investment adviser based in Chicago, Illinois, offering financial planning and investment management services. The firm was established in June 2014 and is owned by Brian Kasal. As of December 31, 2024, FourStar has over $1.24 billion in assets under management, managed on a discretionary basis. Services include financial planning, investment consulting, retirement planning, and charitable giving advice. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are managed using a mix of fundamental and technical analysis. The firm charges fees based on assets under management, fixed fees, or hourly rates. FourStar does not impose a minimum account size. The firm does not engage in performance-based fees and provides services to various client types, including individuals, trusts, and corporations. Clients receive regular account reviews and statements from custodians. FourStar does not accept proxy voting authority and has not been involved in any material legal or disciplinary events. The firm does not disclose financial information as it does not solicit prepayment of fees exceeding $500 or have financial conditions impairing client commitments.