Aletta Tibbetts is a registered investment advisor at Stardust Wealth Strategies, based in Arlington, MA, with 8 years of industry experience. Aletta 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 29 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stardust Wealth Strategies includes investment management services for no additional fee with their Comprehensive Financial Planning service. The annual subscription fee for this service is based on your adjusted gross income and the total value of your investment portfolio. For portfolios over $6M, an additional fee of 0.25% of managed assets in excess of $6M will be added to the annual subscription fee.
Location
Arlington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stardust Wealth Strategies
State Registrations3 states
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