SEC Form ADV

NORTHSTAR FINANCIAL PLANNERS, INC.

Registered Investment AdviserFL
$311.6M
Assets Under Management
1,054
Total Clients
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Registration Details

Accession
CRD-131507
Location
PLANTATION, FL
Filing Date
February 27, 2026
AUM
$311.6M
Total Clients
1,054
Amendment
No

About this Adviser

NORTHSTAR FINANCIAL PLANNERS, INC. is a registered investment adviser headquartered in PLANTATION, FL, managing approximately $311.6M in assets across 1,054 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.