CRD: 317606
Stars & Stripes Financial Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2022
- Office Locations
- 1
Office Locations
About Stars & Stripes Financial Advisors
Stars & Stripes Financial Advisors is a fee-only fiduciary RIA focused on financial planning and no-minimum investment management for military service members, veterans, and their families. Advisors are veterans or military spouses, with planning tailored to military benefits and retirement needs (including TSP). Portfolios are primarily ETF-based and custody includes Charles Schwab. The firm serves clients nationwide and abroad via a virtual model and is affiliated with XY Planning Network and NAPFA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Phillip Hulme
Advisor, Chief Compliance Officer
- CRD
- #6794193
- Ownership
- 75% or more
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $528,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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