Northstar Financial Planning, LLC
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Overview
Northstar Financial Planning, LLC is located at 112 Range Road, Windham, NH. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Northstar Financial Planning, LLC is not a registered broker-dealer.
Northstar Financial Planning, LLC oversees $229.2 million in assets under management across 513 accounts, of which 35 are discretionary and 478 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, and pension plans, with high net worth investors being the largest client type by accounts. The fee structure at Northstar Financial Planning, LLC includes asset-based and fixed fees. The firm has 71 high net worth clients.
Northstar Financial Planning, LLC is registered in the states of Massachusetts, New Hampshire, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northstar Financial Planning, LLC by the Numbers
$229.2 million
8
513
$446.7 thousand
Products and Services
Northstar Financial Planning, LLC provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In the last fiscal year, Northstar Financial Planning, LLC provided financial planning services to 45301 of its accounts. The Firm does not sell products or offer services aside from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services largely are based on the type of services provided. Fees charged by Northstar Financial Planning, LLC may include any combination of the following fee structures: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors, high net worth investors, and pension plans. Out of its 3 clients, Northstar Financial Planning, LLC's biggest client group by number of accounts is high net worth investors, but it also manages money for 71 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 49.31%
- Other Individuals - 48.61%
- Corporations - 2.08%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Northstar Financial Planning, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Northstar Financial Planning, LLC
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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