LodeStar Advisory Group, LLC is an independent, "Fee-Only"
Wealth Management firm committed to helping individuals
and business owners achieve their long-term financial goals,
using a comprehensive, planning-based approach.
We serve as fiduciaries and always put your best interests first.
Our "open platform" allows us access to the entire universe of
investment solutions, objectively, with no biases whatsoever.
Providing "Fee-Only" advisory services is our only business.
When you choose LodeStar®, you understand the importance
of the independence that "Fee-Only" planning provides.
"We don't sell anything. We receive no commissions as a result
of the implementation of our planning and/or investment
recommendations. Other companies always seem to have a
product their peddling, which almost always, is not in an
investor's best interests." - George Kiraly Jr., CFP®, MBA
|Firm Start Year:||2003|
|Name of Custodial Firm:||Fidelity Investments|
|States Licensed in:||NJ|
|Number of Years with Current Firm:||10|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Annuities , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email , At your office , At your home , At my office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Annuity|
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Hourly , Flat Fee , Based on Assets|