NORTHSTAR FINANCIAL PLANNING, LLC

WINDHAM, New Hampshire·5 registered advisors·CRD# 117205
SEC# 801-1132190603-458-2776
01

Firm Overview

AUM
$229M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NORTHSTAR FINANCIAL PLANNING, LLC

5 registered advisors
Alexa Faith Darbe
WINDHAM, New Hampshire
Julie Ellen Fortin
WINDHAM, New Hampshire
Kristina George
WINDHAM, New Hampshire
Rachel Nicole Decarolis
WINDHAM, New Hampshire
Robin Ann Young
WINDHAM, New Hampshire
05

Office Locations

WINDHAM, New Hampshire
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. NORTHSTAR FINANCIAL PLANNING, LLC (CRD# 117205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.