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Joseph Mcvey

Fourstar Wealth Advisors, LLC
43 Years of Experience
Powhatan, VA
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Joseph Mcvey is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Powhatan, VA, with 43 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.

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Location

Powhatan, VA

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2026
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Other Business Activities

Joseph owns rental real estate through American Community Enterprises LLC since 2004, acting as member/manager, repairman, and part-time decision maker. He also co-owns Cypress Ice, LLC, a retail business selling ice and purified water, since 2020.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
June 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
May 2019 - March 2026 · 6 yrs 10 mos
UBS Financial Services INC.Broker
May 2019 - March 2026 · 6 yrs 10 mos
Morgan StanleyBroker
June 2009 - May 2019 · 9 yrs 11 mos
Morgan Stanley
June 2009 - May 2019 · 9 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1991 - April 2007 · 15 yrs 7 mos
Morgan Stanley Dw INC.Broker
April 1985 - April 2007 · 22 yrs
Wheat, First Securities, INC.Broker
June 1983 - March 1985 · 1 yr 9 mos
State Registrations2 states
TXVA
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Exams
No exam information available for this advisor.
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