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FOURSTAR WEALTH ADVISORS, LLC

CHICAGO, IL · CRD 169613 · IAPD ↗ · timeto.planyourexitstrategy.com · (312) 667-1750

$1.42BRegulatory AUM
37Advisory reps
48Employees
0Clients
101-250Planning clients
2Private funds
36States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in OK, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — FOURSTAR WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 11 (0 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — FOURSTAR WEALTH ADVISORS, LLC shrank from 45 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 27 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — FOURSTAR WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
March 2026 — FOURSTAR WEALTH ADVISORS, LLC changed its website from financialadvisorsworkshop.com to timeto.planyourexitstrategy.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2026 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in MN, MO, VT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
July 2025 — FOURSTAR WEALTH ADVISORS, LLC changed its website from timeto.planyourexitstrategy.com to financialadvisorsworkshop.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
July 2025 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2025 — FOURSTAR WEALTH ADVISORS, LLC grew from 39 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2025 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 26 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2025 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
December 2024 — FOURSTAR WEALTH ADVISORS, LLC changed its website from main.advisoryoptionsforcpas.com to timeto.planyourexitstrategy.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
December 2024 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in KY, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — FOURSTAR WEALTH ADVISORS, LLC changed its website from optfinancialstrategies.com to main.advisoryoptionsforcpas.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — FOURSTAR WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 22 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — FOURSTAR WEALTH ADVISORS, LLC now reports 2 private fund(s) ($1.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
84
April 2024 — FOURSTAR WEALTH ADVISORS, LLC grew from 25 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — FOURSTAR WEALTH ADVISORS, LLC crossed $1B in regulatory AUM ($677.1M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
March 2024 — FOURSTAR WEALTH ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2024 — FOURSTAR WEALTH ADVISORS, LLC added office(s): 19 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.