NORTHSTAR FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- WINDHAM, New Hampshire
- CRD number
- 117205
- Registered since
- May 11, 2018
- Website
- northstarfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.9%
- Individuals16.73%
- Pension & Profit Sharing Plans1.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Northstar Financial Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC‑registered in 2018. The firm serves individual and family clients and small-business relationships, positioning itself as a fee-based planner and portfolio manager that also selects outside advisers when appropriate. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Northstar identifies as a capital allocator, providing financial planning, discretionary portfolio management, pension consulting services and third‑party adviser selection rather than acting as an ESG specialist or a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
Contacts
3 of 6Julie Fortin
Partner, Wealth ManagerCRD 6605205
Jonathan Wolanyk
Associate Portfolio ManagerCRD 6994559
ROBIN YOUNG
President and PartnerCRD 2511315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINDHAM, NH
ROCKINGHAM
Location
WINDHAM, NH
Headquartered in WINDHAM, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 112 Range Rd
- Time zone
- ET (UTC-5)
- Office locations
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