Fourstar Wealth Advisors, LLC

Investment Advisor
in Chicago, IL

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About this Advisor

Mark Harmon is a financial advisor operating in Chicago, Illinois with a total of 7 years of industry experience. Harmon currently works for Fourstar Wealth Advisors, LLC. Harmon has gained experience at Everett Wealth Solutions, Inc and Kingsview Asset Management, LLC. Harmon has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Illinois and New Jersey. Fourstar Wealth Advisors, LLC is a financial advisory business that has its headquarters in Chicago, IL. The investment advisory business has offices in 13 locations and a total of 29 advisors. It administers $677 million in total assets between its 1,035 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 1,035 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which service is offered. Fee types billed by Fourstar Wealth Advisors, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

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

Mark Harmon Work History

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

2014 - Present (10 years)

Kingsview Asset Management, LLC

2012 - 2014 (2 years)

Everett Wealth Solutions, Inc

*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 Mark Harmon 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

David Bonifield
Chicago, IL
Eugene Hoover
Reno, NV
Laura Swanson
Chicago, IL
Mark Harmon
Chicago, IL
Christopher Reardon
Chicago, IL
Paul Maher
Chicago, IL
Craig Mcwilliams
Chicago, IL
Bryan Principe
Providence, RI

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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