Tri-star Advisors, Inc.

Tri-star Advisors, Inc. (CRD# 149760) is a financial advisory firm headquartered in Houston, TX. They manage $220,806,509 in 282 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $783,002
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NY, TX

Financial Advisors at Tri-star Advisors, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
John P. Bott
CRD#: 500759
Houston, TX 77057

John Bott (CRD# 500759) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 38 years of experience in the finance industry.

2
Kelly Durham
CRD#: 4281888
Houston, TX 77057

Kelly Durham (CRD# 4281888) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

3
Austin G. Marrs
CRD#: 5979477
Houston, TX 77057

Austin Marrs (CRD# 5979477) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 7 years of experience in the finance industry.

4
Crystal A. McKeon
CRD#: 4690796
Houston, TX 77057

Crystal McKeon (CRD# 4690796) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 8 years of experience in the finance industry. Crystal McKeon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas L. Payne
CRD#: 4508298
Houston, TX 77057

Thomas Payne (CRD# 4508298) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

6
William T. Payne
CRD#: 2294559
Houston, TX 77057

William Payne (CRD# 2294559) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 26 years of experience in the finance industry.

7
Jonathan Swanburg
CRD#: 5713713
Houston, TX 77057

Jonathan has been with Tri-Star since 2009.  Today he leads the firm's financial planning practice.  His areas of expertise include managing leverage, cash flow, retirement planning, and charitable giving.  He has an extensive fixed income background having starting his career analyzing mortgage backed securities, municipal bonds, and structured notes.  

Jonathan earned a BA in Economics from Pepperdine University and a JD/MBA from Baylor University. Jonathan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

8
Jon C. Vaughan
CRD#: 2449905
Houston, TX 77057

Jon Vaughan (CRD# 2449905) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 25 years of experience in the finance industry.

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