All Star Financial Llc
- Regulatory AUM
- $882M
- Discretionary
- $882M
- Clients
- 558
- Avg AUM / client
- $1.6M
- Accounts
- 1,839
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 353 | $199M | 22.6% |
| High net worth individuals | 188 | $484M | 54.9% |
| Pension and profit sharing plans | 11 | $181M | 20.5% |
| Charitable organizations | 3 | $10.6M | 1.21% |
| Corporations and other businesses | 3 | $7.0M | 0.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bowman And Brooke Llp Retirement Savings Plan Bowman And Brooke Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Alan Berhow | Member | CFP | Jul 2022 (4y) | 10% – 25% |
| Robert John Klefsaas | President/Chief Compliance Officer/Managing Member | CFP | Jul 2022 (4y) | 75% or more |
| Eric James Gardner | Member | CFA | Nov 2022 (4y) | 5% – 10% |
| Grant Robert Germscheid | Registered representative | Apr 2024 (2y) | ||
| Connie Marie Biselx | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bowman And Brooke Llp Retirement Savings Plan | Bowman And Brooke Llp | 407 | $194M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $710M (81% of AUM) Feb 2026
- Charles Schwab & Co. $34.8M (4% of AUM) Feb 2026
- Principal Financial $9.1M (1% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗