LP Profile

Northstar Financial Planning

Also known as northstar financial planning

Wealth ManagerWindham, United StatesFounded 1994
Windham
Headquarters
Investment Focus

About Northstar Financial Planning

Northstar is a fee-only, women-owned financial planning firm in NH, helping women and families align their finances with what matters most to them.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Northstar Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$275.8M
Total Clients
486
Filing Date
February 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Northstar Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Northstar Financial Planning?

Northstar Financial Planning is a wealth manager based in Windham, United States.

Where is Northstar Financial Planning headquartered?

Northstar Financial Planning is headquartered in Windham, United States.

When was Northstar Financial Planning founded?

Northstar Financial Planning was founded in 1994.

How can I contact Northstar Financial Planning?

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