Edward Munoz
Edward Munoz is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Sparta, NJ, with 17 years of industry experience. Edward 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Sparta, NJ
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2026Customer Dispute
November 2025Employment Separation After Allegations
March 2023Customer Dispute
April 2021Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Edward is a soccer referee since 2018, dedicating about 10-20% of his time. He is also an insurance agent selling non-variable insurance since 2021.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Fortis Capital Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Ronald Gelok & Associates, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.
Exams
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