Northstar Financial Planning, Inc.

Northstar Financial Planning, Inc. (CRD# 117205) is a financial advisory firm headquartered in Windham, NH. They manage $107,575,000 in 310 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $347,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Northstar Financial Planning, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robin A. Young
CRD#: 2511315
112 Range Road, Windham, NH 03087
103
Wealthminder
score

Robin Young (CRD# 2511315) is an Investment Advisor Representative and owner of Northstar Financial Planning, Inc. in Windham, NH and has over 24 years of experience in the finance industry. Robin Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.  Robin is also a Registered Life Planner (RLP®) at the Kinder Institute and a Mastery Level Certified Financial Transitionist (CeFT™) through the Sudden Money Institute. She is an lifelong student of behavioral finance and specializes in how to help clients thrive both personally and financially while experiencing difficult life transtitions.

2
Melinda K. Davis
CRD#: 5089384
112 Range Road, Windham, NH 03087
93
Wealthminder
score

Melinda Davis (CRD# 5089384) is an Investment Advisor Representative working at Northstar Financial Planning, Inc. in Windham, NH and has over 5 years of experience in the finance industry.

3
Alexa F. Darbe
CRD#: 5377652
1 Commons Drive, Unit #10, Bldg. B, Londonderry, NH 03053
90
Wealthminder
score

Alexa Darbe (CRD# 5377652) is an Investment Advisor Representative working at Northstar Financial Planning, Inc. in Londonderry, NH and has 1 year of experience in the finance industry. Alexa Darbe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Julie E. Fortin
CRD#: 6605205
112 Range Road, Windham, NH 03087
90
Wealthminder
score

Julie Fortin (CRD# 6605205) is an Investment Advisor Representative working at Northstar Financial Planning, Inc. in Windham, NH and has 1 year of experience in the finance industry. Julie Fortin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kristina George
CRD#: 5833315
112 Range Road, Windham, NH 03087
90
Wealthminder
score

Kristina George (CRD# 5833315) is an Investment Advisor Representative working at Northstar Financial Planning, Inc. in Windham, NH and has 1 year of experience in the finance industry. Kristina George has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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