Casey Bright is a CFP-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in Lexington, KY, with 12 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,314 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FourStar Wealth Advisors offers investment management services for an annual fee based on the amount of assets they manage. The fee can be a graduated scale, a flat fee, or a combination, depending on your needs. Flat fees are based on the complexity of your situation. Fees may also be charged hourly ($200-$500/hour) or on a project basis. The annual fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.
Location
2416 Greatstone Point, Lexington, KY, 40504
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Regulatory History (3)
Regulatory
October 2024Employment Separation After Allegations
January 2023Customer Dispute
March 2017Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.