Advisor at Northstar Financial Companies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northstar Financial Companies, Inc.
Location
Naples, FL
Credentials
Series 63, Series 65
Industry experience
22 years
Glenn Williams is a financial advisor at Northstar Financial Companies, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has managed an investment advisory firm specializing in municipal bonds since 2002. Northstar serves individual and high-net-worth clients, trusts, and closely held businesses, providing comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy with fundamental analysis and offers a wrap-fee program alongside separately managed account strategies, including municipal-bond SMAs through an affiliated sub-adviser.
Based on Northstar Financial Companies, Inc.
Based on Northstar Financial Companies, Inc.
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 0.75% $1,500,001 - and higher: 0.50%
Certain Advisors licensed as independent insurance agents receive commissions for insurance products
Previously charged for Financial Planning but changed to percentage of assets; no current hourly rate specified
Account minimum: $10,000 (general minimum), $25,000 (Crabtree Asset Management portfolios and trusts/other entities) Fee-only: Investment Management fees based on asset tiers; Financial Planning fees on a percentage of assets under advisement ranging from 0.25% to 1%
Naples, FL
Florida · New Jersey · Pennsylvania · Texas
Northstar Financial Companies, Inc.
2025 - Present (1 year)
A.H. Williams
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Naples, FL
Alpha Mode Capital LLC
CFP®, Series 63, Series 66
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Local Wealth Advisors
CFP®, CPA
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Susko Wealth Advisors
I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
Series 65
Naples, FL
MTH Trading & Capital Management, LLC
Series 66
Naples, FL
Gillespie Wealth Management Inc
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Naples, FL
Berger Wealth Management, LLC
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