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NORTHSTAR FINANCIAL PLANNERS, INC.
CRD 131507 · SEC 801-79605
1250 S. PINE ISLAND ROAD, SUITE 275, PLANTATION, FL, 33324, United States
Phone
954-693-0030
Fax
954-693-0031
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$311.6M
Discretionary AUM
$311.6M
Team
8 total employees; 4 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $91.8M |
| High net worth individuals | 94 | $213.7M |
States served
CA, CO, GA, IL, LA, NY, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD