RIA IntelAdvisersCaliforniaSTARR, MICHAEL, DBA STELLAR FINANCIAL PLANNING

STARR, MICHAEL, DBA STELLAR FINANCIAL PLANNING

Advisory

CA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in CA
#4,636
of 5,480 advisers by AUM
Average account
$288K
across 36 accounts

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM
$10M
1-Year AUM Growth
3-Year CAGR
Employees
0
Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

AVINCI WEALTH MANAGEMENT, INC.
VALENCIA, CA
$10M
ATTLEE CAPITAL LLC
$10M
OPPORTUNITY RESEARCH GROUP, LLC
LOS ANGELES, CA
$10M
-70.2% 1Y
VOLT EQUITY LLC
SAN FRANCISCO, CA
$10M
+14.9% 1Y
BBN MANAGEMENT, LLC
SAN FRANCISCO, CA
$10M
JOURNEY EQUITY WEALTH MANAGEMENT LLC
DOWNEY, CA
$10M

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