RIA Intel›Advisers›Florida›NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC.

Advisory

N·PLANTATION, FL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$312M
1-Year AUM Growth
+20.7%
3-Year CAGR
+11.1%
Employees
4
Assets Under Management
Total AUM$312M
Discretionary AUM$312M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients328
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record39
First FilingSep 5, 2006
Latest FilingFeb 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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