NORTHSTAR FINANCIAL PLANNING, LLC

112 Range Road
Windham, New Hampshire 03087
Tel: 603-458-2776

About NORTHSTAR FINANCIAL PLANNING, LLC

NORTHSTAR FINANCIAL PLANNING, LLC, formally registered with the SEC as NORTHSTAR FINANCIAL PLANNING, LLC. The firm was established in 05/11/2018. They have over 1 offices throughout the country.

NORTHSTAR FINANCIAL PLANNING, LLC is a Windham, New Hampshire based Financial Planning firm with nearly $229,169,049 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117205
SEC#	801-113219
Assets Managed by Firm	$229,169,049
No. of Clients	513
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	513	$229,169,049
Individuals (other than high net worth individuals)	70	$43,136,445
High net worth individuals	71	$176,828,748
Pension and profit sharing plans	3	$9,203,856

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