NORTHSTAR FINANCIAL PLANNERS, INC.

Overview

Northstar Financial Planners, Inc. operates as an independent registered investment adviser serving individual and family clients with a blend of financial planning and discretionary portfolio management. The firm runs fee relationships based on a mix of percentage of assets under management, hourly charges, and fixed fees, and its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, with the firm using these vehicles to build diversified, professionally managed exposures rather than concentrating on direct-stock portfolios. Northstar does not identify as an active ESG investor and appears to focus on conventional asset-allocation tools and income-producing strategies for clients. The firm also uses third-party managers for alternative exposure, specifically real estate, to supplement core public-fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices