Catherine Dale Bearce

CFP · ChFC

22 Years of Experience

2 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Fourstar Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

1,314 clients

Average Client Portfolio

$944K average

Assets Under Management

$1.2B

Fee Structure

Location

Andover, MA

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2024

Settled

Customer Dispute

August 2013

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Catherine sells non-variable insurance products, including health, disability, life, LTC, and fixed insurance, dedicating minimal time to this activity. She is also involved in various investment-related activities, including real estate rental and management, and business entities for tax/investment purposes.