Northstar Financial Planners, Inc. is a reputable investment advisory firm located in Plantation, FL. With over 260 individual clients and a staggering $206,979,000 in assets under management, they have established themselves as a trusted resource for financial planning and wealth management. Serving both employer 401Ks and individuals, Northstar Financial Planners, Inc. boasts extensive experience in these areas. All of the firm's assets under management are discretionary, allowing their skilled advisors to make informed investment decisions on behalf of their clients.
With one office in Plantation, Northstar Financial Planners,...
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Assets Under Mgmt
$206.98M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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