Northstar Financial Advisors LLC

Overview

Northstar Financial Advisors LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals and families, along with services for small businesses and institutions. The firm operates under an owner-type structure led by an individual owner and has been SEC-registered since 2010. Its business model mixes percentage-of-AUM fees with fixed-fee engagements, reflecting a hybrid advice approach that can accommodate ongoing wealth management relationships as well as project-based planning work. Investment activity shows a clear tilt toward listed equities: exchange-traded securities represent the single largest asset class on the books. At the same time, Northstar supplements public market allocations with a range of third-party alternative managers and non-traded instruments, indicating a willingness to incorporate less liquid, return-enhancing strategies where they fit client objectives. The adviser is not positioned as an ESG-focused or multi-state specialist and does not identify as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices