Northstar Financial Advisors, Inc.
SEC RegisteredTrust, Competence, Service
About the firm
Northstar Financial Advisors, Inc. is a fee-based registered investment advisory and financial planning firm serving both institutional and individual clients. By combining investment advisory and financial planning services, the firm coordinates and oversees the entire financial picture using a diversified cautious approach. As a fee-based only investment advisor, the firm derives no compensation from the sale of products and earns 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
Financial planning, value investing, and tax advisory services. The firm provides independent investment and financial planning advice with no product-based compensation or commissions.
Who they serve
Both institutional and individual clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $23M |
| High Net Worth Individuals | 109 | $172M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of January 21, 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. Northstar Financial Advisors, Inc. 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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