Norstar Financial Of Plano, LLC

Overview

Norstar Financial Of Plano, LLC is a small, privately owned advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines fee models — percentage of AUM, hourly charges and fixed fees — and supplements advice with published commentary and client-facing educational seminars and workshops. It is not positioned as an ESG-focused advisor and is not registered as a multi-state adviser; ownership is listed as an individual. Investment activity is centered on equity exposure, with a clear tilt toward exchange-traded instruments for public market allocations. The firm reports discretionary management authority across its assets and uses both pooled vehicles and direct equity exposures to construct portfolios. Given the mix of services (planning, portfolio management, publications and seminars), client engagement appears to include ongoing asset oversight alongside periodic education and written communications.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices