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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

George Kiraly

LodeStar Advisory Group, LLC

CFP® MBA
George Kiraly, a financial fiduciary has been a Paladin Registry member since 2007. George is the owner of LodeStar Advisory Group, LLC. George holds the Certified Financial Planner , Master Business Administration certifications and has over 27 years of experience. George provides financial services to clients in the Short Hills, New Jersey area.
Telephone
Telephone: 973-218-2440
Visit Website
http://www.ldstar.com

I. Snapshot

Part I provides key information about this advisor.
A. Registry Member
  • Since 2007
B. Years of Experience
  • 27
C. College Degrees
  • Fairleigh Dickinson University - MBA
D. Certifications
  • CFP®, MBA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We are highly dedicated professionals who are focused on improving the quality of your life. We work with individuals who are interested in aligning their personal values with their pursuit of wealth. People who know that money is a tool, a means to an end, and that life is a journey, not a destination. Our clients are willing to share who they are and build a meaningful relationship with us. Whether you're building a career and family, starting your own business or planning for retirement,

G. Asset Requirement
  • $100,000

II. Contact Information

Part II provides general contact information for this advisor.
A. Key Contact
  • George Kiraly
B. Main Location
  • 51 JFK Parkway, First Floor West
    Short Hills, New Jersey, 07078
C. Telephone
  • 973-218-2440
D. Comments
  • Scottsdale, AZ Office 7047 E. Greenway Parkway, Suite 250 Scottsdale, AZ 85254 Phone: 480.659.2950

III. Internet

Part III provides the information you need to use the Internet to conduct your own online research for this professional.
A. Visit Website
B. Social Connections

IV. Firm(s)

Part IV describes this advisor's relationship(s) with financial firms.
A. Name of Firm
  • LodeStar Advisory Group, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • LodeStar Advisory Group, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Fidelity/National Financial Srvs

V. Credentials

Part V documents the advisor's sources of financial knowledge.
A. Years of Financial Experience
  • 27 Years
B. College, Degrees, Years
  • Fairleigh Dickinson University - MBA
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • National Association of Personal Financial Advisors
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

Part VI documents the advisor’s registrations, licensing, and compliance record(s).
A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - New Jersey
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 127591
  • IARD: None
  • Insurance: 9474752
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

Part VII documents information that describes this advisor's business practices.
A. Business Philosophy
  • Read Business Philosophy

    We are highly dedicated professionals who are focused on improving the quality of your life. We work with individuals who are interested in aligning their personal values with their pursuit of wealth. People who know that money is a tool, a means to an end, and that life is a journey, not a destination. Our clients are willing to share who they are and build a meaningful relationship with us. Whether you're building a career and family, starting your own business or planning for retirement,

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • 210
D. Assets (Management, Advisement)
  • $45,000,000+
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (mo)
  • Brokerage Statement (mo)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Credentials, experience, wisdom, a willingness to listen and a genuine interest in seeing clients and their families successfully reach their goals are the most important qualities I bring to the table.

VIII. Clients & Services

Part VIII documents this advisor's clients and services.
A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Planning Only

IX. Certification

Advisors are required to certify the accuracy of the data in this Paladin Research Report. Advisors are responsible for keeping the report up-to-date.
Advisor Name
  • George Kiraly
Most Recent Update:
  • Jun 3, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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