Northstar Financial Planning, LLC
● SEC registered since 2018CRD 117205SEC# 801-113219Windham, NH
Reg. AUM
$275.8M
Employees
6
Accounts
486
Location
Windham, NH
Northstar Financial Planning, LLC assets under management
Northstar Financial Planning, LLC is an investment advisory firm registered with the SEC based in Windham, NH. The firm has been registered since 2018. It reports $275.8 million in regulatory assets under management and employs 6 people.
Northstar Financial Planning, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexa Faith Darbe | Member | 25-50% | 2020 |
| Julie Ellen Fortin | Wealth Manager, Member | 25-50% | 2020 |
| Rachel Nicole Decarolis | Member | 25-50% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northstar Financial Planning, LLC manage?
Northstar Financial Planning, LLC reports $275.8 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Financial Planning, LLC have?
Northstar Financial Planning, LLC reports 6 employees.
Where is Northstar Financial Planning, LLC located?
Northstar Financial Planning, LLC is based in Windham, NH and has been SEC-registered since 2018.
Does Northstar Financial Planning, LLC disclose fund performance?
Northstar Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 112 Range Road, Windham, NH 03087 |
| Phone | 603-458-2776 |
| Fax | 603-589-6003 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$275.8M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$275.8Mregulatory AUM
Discretionary $275.8M