Charles
Thomas
Northstar Financial Planners, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Charles Thomas is a financial advisor based out of Fort Lauderdale, Florida with a total of 2 years of relevant experience. Thomas is currently employed by Northstar Financial Planners, Inc. Throughout their career, they have worked at Northstar Financial Planners, Inc, Full Time Student, Bodcaw Bank and Mustard Seed Wealth Management. Thomas has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Florida. Northstar Financial Planners, Inc is a firm based in Fort Lauderdale, FL. It controls $207 million in assets between its 825 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 825 client accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Northstar Financial Planners, Inc most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northstar Financial Planners, Inc Brokerage Details
$206,978,568
6
825
$250,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Thomas Work History
Charles has been registered as a financial advisor for 2 years.*
Northstar Financial Planners, Inc
Bodcaw Bank
Mustard Seed Wealth Management
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Financial Planners, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
