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NORTHSTAR FINANCIAL PLANNING, LLC
CRD 117205 · SEC 801-113219
112 RANGE ROAD, WINDHAM, NH, 03087, United States
Phone
603-458-2776
Fax
603-589-6003
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.8M
Discretionary AUM
$275.8M
Team
6 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $46.1M |
| High net worth individuals | 92 | $225.8M |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD