Fourstar Wealth Advisors, LLC

Investment Advisor
in Chicago, IL

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About this Advisor

David Bonifield is a financial advisor working out of Chicago, Illinois who has 7 years of relevant experience. Bonifield works at Fourstar Wealth Advisors, LLC. Their career trajectory has included roles at Kingsbury Capital, LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Fourstar Wealth Advisors, LLC and Calvera Capital, LLC. Bonifield has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Fourstar Wealth Advisors, LLC is a registered investment firm that has its headquarters in Chicago, IL. The firm has offices in 13 locations and a total of 29 financial advisors. It has $677 million in total assets between its 1,035 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,035 accounts, 18% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services are offered. Fees billed by Fourstar Wealth Advisors, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

351 W. Hubbard Suite 420
Chicago, IL 60654

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management


IL Average: $6,674,516,078
Total Number of Employees


IL Average: 44
Total Number of Accounts


IL Average: 2,564
Average Account Size


IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Bonifield Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Fourstar Wealth Advisors, LLC

2015 - 2019 (4 years)

Calvera Capital, LLC

2013 - 2015 (2 years)

J.P. Morgan Securities LLC

2013 - 2015 (2 years)

Jpmorgan Chase Bank Na

2012 - 2013 (1 year)

Kingsbury Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of David Bonifield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fourstar Wealth Advisors, LLC

Christopher Reardon
Chicago, IL
Mark Harmon
Chicago, IL
David Bonifield
Chicago, IL
Laura Swanson
Chicago, IL
Eugene Hoover
Reno, NV
Azmi Sharif
Chicago, IL
John Rice
Las Vegas, NV
John Eberle
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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