Rachel
Decarolis

Northstar Financial Planning, LLC

CRD#6482778
Investment Advisor
in Windham, NH

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About this Advisor

Rachel Decarolis is a certified financial planner working out of Windham, New Hampshire with 6 years of relevant experience. Decarolis is an employee of Northstar Financial Planning, LLC. Decarolis has gained experience at Carpenter Associates, Perennial Advisors Group, LLC, Northstar Financial Planning, Inc and Northstar Financial Planning, LLC. Decarolis has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in New Hampshire. Northstar Financial Planning, LLC is a business operating out of Windham, NH. It has $184 million in assets across its 395 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 395 client accounts, 40% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Northstar Financial Planning, LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which service is provided. However, fee types charged by Northstar Financial Planning, LLC most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

112 Range Road
Windham, NH 03087

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Northstar Financial Planning, LLC Brokerage Details

Total Assets Under Management

$184,000,000

NH Average: $509,638,208
Total Number of Employees

9

NH Average: 12
Total Number of Accounts

395

NH Average: 581
Average Account Size

$465,823

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Rachel Decarolis Work History

Rachel has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Northstar Financial Planning, LLC

2017 - 2020 (3 years)

Northstar Financial Planning, Inc

2015 - 2017 (2 years)

Perennial Advisors Group, LLC

2007 - 2015 (8 years)

Carpenter Associates

*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 Rachel Decarolis 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 Planning, LLC

Natalie Marin
Windham, NH
Rachel Decarolis
Windham, NH
Alexa Darbe
Windham, NH
Jill Ross
Windham, NH
Julie Fortin
Windham, NH
Kristina George
Windham, NH
Robin Young
Windham, NH

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.

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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.

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