Wesley Stien is a CFP-designated registered investment advisor at Lodestar Financial Management, LLC, based in Arlington, VA, with 18 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 18 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lodestar Financial Management (LFM) occasionally offers investment management services without financial planning. LFM does not currently charge fees based on a percentage of your portfolio. Instead, LFM charges a flat annual fee, calculated and quoted in annual terms and payable quarterly, in advance. The annual fee for portfolio management is generally $2,500.
Contact
Wesley Stien
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lodestar Financial Management, LLC
Previous Registrations
Lodestar Financial Management, LLC
Spc Financial INC
Tripp Financial Consultants, INC.
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.