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NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC.

Tel: 954-693-0030 1250 S. Pine Island Road Suite 275 Plantation, Florida 33324

About NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC. is a Plantation, Florida based financial advisory firm with nearly $249,866,306 in assets under management and provides investment advisory services for 905 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

131507

Firm SEC#:

801-79605

Assets Under Management:

$249,866,306

No. of Clients:

905

No. of Advisors:

9

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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