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| Keyboard |
| NorthStar Financial Planning LLC
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|---|---|
| CRD # | 117205 |
| SEC # | 801-113219 |
| CIK # | |
| AUM | 275.8 M (2026-02-03) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 603-458-2776 |
| Address | 112 Range Road Windham, NH 03087 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 46.1 |
| (b) Individuals (high net worth individuals) | 92 | 225.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 486 | 275.8 |
| By Discretionary | ||
| Discretionary | 486 | 275.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 486 | 275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.8 | |
| Total | 486 | 275.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VA | 276.4 M |
|
Centerpoint Advisory Group LLC
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|
Oasis Wealth Planning Advisors LLC
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275.9 M | |
|
Intrack Investment Management Inc
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|
Challenger Wealth Management
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|
Spectrum Strategic Capital Management LLC
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OR | 275.4 M |
|
4wealth Advisors Inc
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IL | 275.3 M |
|
KAI Wealth LLC
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|
IL | 275.2 M |
|
Michael Russo Ltd
✚
|
IL | 275.1 M |
|
Roserock Wealth Management LLC
✚
|
TX | 275.0 M |