Robin
Young
Northstar Financial Planning, LLC
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About this Advisor
Robin Young is a certified financial planner based out of Windham, New Hampshire with 20 years of industry experience. Young is an employee of Northstar Financial Planning, LLC. During their career, Young has held roles at Northstar Financial Planning, LLC and Northstar Financial Planning, Inc. Young holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Hampshire. Northstar Financial Planning, LLC is a financial advisory business operating out of Windham, NH. It has $184 million in assets between its 395 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 395 accounts, 40% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually vary depending on the services provided. Fee types billed by Northstar Financial Planning, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northstar Financial Planning, LLC Brokerage Details
$184,000,000
9
395
$465,823
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robin Young Work History
Robin has been registered as a financial advisor for 20 years.*
Northstar Financial Planning, LLC
Northstar Financial Planning, Inc
*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 Robin Young 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
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
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.
