Northfort Financial, LLC
SEC RegisteredAbout the firm
NorthFort Financial is a fee-only financial planning and investment advisory firm. The firm is completely independent, answers only to its clients, and operates under a fiduciary duty, selling no products and receiving no commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
NorthFort Financial offers ongoing investment management, financial planning, and tax services including tax preparation, analysis, and strategy. Fees for ongoing service are typically a flat annual amount based on client circumstances and the level of expertise required.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 356 | $119M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Northfort Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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