Northstar Financial Planners

Financial Advisor in Broward County, FL

Firm Info
Address: 1250 S Pine Island Rd #275, Plantation, FL 33324, USA
Phone: (954) 693-0030

Firm Size
Assets Under Management: $236 million
# of Advisors: 6
# of Clients: 786
Client to Advisor Ratio: 131:1
Average Account Size: $300,262
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Northstar Financial Planners, Inc. Overview

Northstar Financial Planners is a fee-only registered investment advisory firm based in Plantation, Florida. Since its inception in 2014, the firm has been providing professional financial planning to individuals and small businesses. As a fee-only firm, Northstar does not earn commissions from the sale of financial products, allowing them to act in the best interests of their clients. The company specializes in investment advice and offers personalized financial planning services to help clients achieve their financial goals. Northstar employs experienced financial planners who have a deep understanding of the financial markets and can help their clients invest their money wisely. The firm is committed to providing portfolio management services to help clients maximize their investments. They work closely with their clients to identify their investment goals, risk tolerance, and time horizon. Northstar's investment team then creates personalized investment portfolios designed to achieve those specific goals. Overall, Northstar Financial Planners is an excellent option for anyone seeking comprehensive financial planning and investment advice. Their fee-only structure ensures that clients can trust the advice given by their advisors, and they can always count on the firm's commitment to excellence in client service.

rate flat fee Northstar Financial Planners, Inc. caters to diverse kinds of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. They offer various methods of compensation based on the services provided to ensure that clients are able to choose the most suitable option. Clients may opt for a percentage of asset under management (AUM) if they want advisors to oversee and manage their assets. Alternatively, clients may choose an hourly rate, especially if they require more specialized guidance on certain subjects. Moreover, Northstar Financial Planners, Inc. also has a flat fee setup for those who prefer a fixed cost structure. No matter the needs of their clients, the firm provides fee structures that are flexible and tailored to meet the demands of each individual investor.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Northstar Financial Planners, Inc. is $500,000, according to their Part 2 Brochure note about investment minimums. However, they also mention that they have the discretion to waive this minimum account size.

How This Office Can Help Broward County, FL Residents

Northstar Financial Planners assists clients in Broward County, FL by providing personalized investment strategies tailored to each client's specific financial situation. The advisors at Northstar recognize that residents of Broward County may face unique financial challenges such as navigating taxes in a state with high property values, planning for retirement in a region with a relatively high cost of living, and ensuring adequate coverage for potential natural disasters. To address these challenges, Northstar provides comprehensive financial planning services that take into account each client's individual needs, goals, and risk tolerance. These services may include developing investment plans, managing portfolios, reviewing insurance coverage, planning for long-term care, and creating estate plans. By providing holistic financial guidance, Northstar helps clients in Broward County achieve their financial objectives and prepare for a secure and prosperous future.

To view the Minimum Investment and Fee Schedule for Northstar Financial Planners, Inc., visit their Part 2 Brochure.

Services Offered by Northstar Financial Planners, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northstar Financial Planners, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1250 S Pine Island Rd #275, Plantation, FL 33324, USA
Phone (954) 693-0030
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Northstar Financial Planners, Inc. is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Louisiana
  • New York
  • Texas

Disciplinary History

Northstar Financial Planners, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs