Karen
Harting

Fourstar Wealth Advisors, LLC

CRD#1239527
Investment Advisor
in Mansfield, MA

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About this Advisor

Karen Harting is a financial advisor based out of Mansfield, Massachusetts who has 4 years of industry experience. Harting is an employee of Fourstar Wealth Advisors, LLC. Their career trajectory has included roles at Smith Consulting, LLC, Fieldstone Financial, Bullock'S and Fourstar Wealth Advisors, LLC. Harting holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Fourstar Wealth Advisors, LLC is a firm that has its headquarters in Chicago, IL. The firm has offices in 13 locations and a total of 29 employees. It manages $677 million in assets under management between its 1,035 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 1,035 accounts, 18% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is offered. However, fees charged by Fourstar Wealth Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Mansfield, MA

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Fourstar Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$677,126,448

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

29

MA Average: 44
Total Number of Accounts

1,035

MA Average: 2,564
Average Account Size

$654,228

MA 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

Karen Harting Work History

Karen has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fourstar Wealth Advisors, LLC

2015 - 2018 (3 years)

Fieldstone Financial

2014 - 2015 (1 year)

Smith Consulting, LLC

2011 - 2013 (2 years)

Bullock'S

*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.

Disclosures

Please visit the SEC profile of Karen Harting 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
Laura Swanson
Chicago, IL
Eugene Hoover
Reno, NV
David Bonifield
Chicago, IL
Mark Harmon
Chicago, IL
Azmi Sharif
Chicago, IL
John Eberle
Chicago, IL
John Rice
Las Vegas, NV

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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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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