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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-21-1995
- Office Locations
- 1
Office Locations
About Stellar Financial Planning
Stellar Financial Services is a Juneau, Alaska wealth management practice led by CFP® professional Randy Hurtte, who also holds Wharton’s Certificate in Retirement Planning. The firm provides personalized financial planning, retirement and estate planning, and ongoing portfolio management for individuals, families, and business owners—including private and public sector employees—and continues serving clients nationally as they relocate. Securities/advisory services are offered through Equitable Advisors.
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Owner & Executives
MICHAEL STARR
Financial Advisor, Owner
- CRD
- #2693446
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,373,685 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,373,685 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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