STELLAR FINANCIAL PLANNING

STARR, MICHAEL, DBA STELLAR FINANCIAL PLANNING

CRD 120284

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$9.4M

Discretionary AUM

$8.3M

Team

0 total employees; 0 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2025-04-11

Disciplinary history

Yes

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SEC IAPD →
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Services

Financial planningPortfolio management (individuals)

Official SEC filing: View on IAPD