Northshire Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,502,361
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$620,094
About
Northshire Consulting provides investment advisory and financial planning services to individuals, families, charitable organizations, and retirement plans, including comprehensive portfolio management and targeted retirement plan consulting. The firm’s brochure specifically notes work with pension and profit‑sharing plans and delivers fee consulting and plan‑level services to plan sponsors.
Investment approach combines actively and passively managed mutual funds with an emphasis on diversification, avoiding market timing, and maintaining conservative cash instruments (money market funds, CDs, commercial paper, and government debt) when appropriate. For retirement plans Northshire acts with discretionary authority under ERISA §3(38) over model portfolios and coordinates directly with participants and recordkeepers to implement allocation changes.
Compared with many independent advisers, the firm’s ongoing engagement with pension and profit‑sharing plans and its ERISA §3(38) investment‑manager role are uncommon among peers and are highlighted throughout the brochure. The firm also discloses charging performance‑based fees and providing limited administrative and transition services to other advisers and producing educational content, activities the brochure says occupy a small portion of firm time.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting fees range from $500 to $5,000 one-time fee
$0 - $1,000,000: 0.50% Annually Over $1,000,000+: 0.40% Annually
Up to $200 per hour for Financial Planning
Most active in
Northshire Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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