AdvisorOS Directory
Claim Profile
RD

Rachel Nicole Decarolis

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire
Unclaimed Profile
112 RANGE ROAD, WINDHAM, NH 03087CRD# 6482778Firm CRD# 117205
01

About

Rachel Nicole Decarolis is a registered financial advisor based in WINDHAM, New Hampshire, affiliated with NORTHSTAR FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNING, LLC
NORTHSTAR FINANCIAL PLANNING, LLC
AUM
$229M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NORTHSTAR FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6482778
Firm CRD# 117205
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WINDHAM?

Browse all registered financial advisors in WINDHAM, New Hampshire or claim this profile if it's yours.

Browse WINDHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rachel Nicole Decarolis offer?
Rachel Nicole Decarolis specializes in Financial Planning, Investment Management. Contact their office in WINDHAM, New Hampshire for a consultation.
What are Rachel Nicole Decarolis's credentials?
Rachel Nicole Decarolis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Nicole Decarolis located?
Rachel Nicole Decarolis is based in WINDHAM, New Hampshire, working with NORTHSTAR FINANCIAL PLANNING, LLC. Their office serves clients in the WINDHAM metropolitan area and surrounding communities.
How does Rachel Nicole Decarolis charge for services?
Rachel Nicole Decarolis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL PLANNING, LLC?
NORTHSTAR FINANCIAL PLANNING, LLC has approximately 8 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WINDHAM
Robin Ann Young — NORTHSTAR FINANCIAL PLANNING, LLCAlexa Faith Darbe — NORTHSTAR FINANCIAL PLANNING, LLCJulie Ellen Fortin — NORTHSTAR FINANCIAL PLANNING, LLCKristina George — NORTHSTAR FINANCIAL PLANNING, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile