SEC Form ADV

NORTHSTAR FINANCIAL PLANNING, LLC

Firm profile: Northstar Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNH

$275.8M

Assets Under Management

486

Total Clients

Employees

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Registration Details

Accession: CRD-117205
Location: WINDHAM, NH
Filing Date: February 3, 2026
AUM: $275.8M
Total Clients: 486
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

NORTHSTAR FINANCIAL PLANNING, LLC is a registered investment adviser headquartered in WINDHAM, NH, managing approximately $275.8M in assets across 486 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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