Northstar Financial Planning, LLC

Northstar Financial Planning, LLC (CRD# 117205) is a financial advisory firm headquartered in Windham, NH. They manage $222,000,000 in 489 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $453,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Northstar Financial Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alexa F. Darbe
CRD#: 5377652
112 Range Road, Windham, NH 03087

Alexa Darbe (CRD# 5377652) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has 1 year of experience in the finance industry.

2
Rachel N. Decarolis
CRD#: 6482778
112 Range Road, Windham, NH 03087

Rachel Decarolis (CRD# 6482778) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has over 8 years of experience in the finance industry.

3
Julie E. Fortin
CRD#: 6605205
112 Range Road, Windham, NH 03087

Julie Fortin (CRD# 6605205) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has 1 year of experience in the finance industry.

4
Kristina George
CRD#: 5833315
112 Range Road, Windham, NH 03087

Kristina George (CRD# 5833315) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has 1 year of experience in the finance industry.

5
Jill M. Ross
CRD#: 2191199
112 Range Road, Windham, NH 03087

Jill Ross (CRD# 2191199) is an Investment Advisor Representative working at Northstar Financial Planning, LLC in Windham, NH and has over 6 years of experience in the finance industry.

6
Robin A. Young
CRD#: 2511315
112 Range Road, Windham, NH 03087

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.