Northstar Advisory Group, LLC logo

Northstar Advisory Group, LLC

Updated today

Client assets under management

$363,303,369

Clients

361

31% high-net worth

Advisors

3

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

120

Very High

Average account size

$1,006,381

About

NorthStar Advisory Group provides investment management, comprehensive wealth planning, retirement‑plan advisory (including ERISA 3(21) services), and consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses and brokerage customers referred through Mutual Securities, Inc. As of December 31, 2025 the SEC‑registered firm reports approximately $377 million in discretionary assets under management for about 361 clients and operates with three advisors.

The firm constructs customized portfolios using proprietary model allocations composed primarily of low‑cost ETFs and individual stocks and bonds, applying fundamental, technical, quantitative and charting analysis with a generally long‑term orientation while permitting shorter‑term trading for rebalancing or tactical purposes. NorthStar also uses independent managers for portions of client assets, provides written financial planning and consulting engagements, and discloses the availability of a Charles Schwab Bank pledged‑asset line as a lending option for eligible clients.

Distinctive features in the brochure include an active sub‑advisory business managing model portfolios for third‑party advisors and a financial institution consulting arrangement with Mutual Securities, Inc., both of which produce fee streams separate from its direct AUM fees. The firm is a wholly owned subsidiary of MorganBlake, LLC, its advisory personnel hold insurance licenses that can generate commission income, and it maintains an institutional relationship with Schwab that provides operational and technology benefits—each disclosed as potential conflicts the firm says it addresses through policies and disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees based on hourly rate times expected time to complete financial planning engagements; negotiable.

Percentage

$0 - $100,000: 1.30% annually $100,001 - $250,000: 1.25% annually $250,001 - $500,000: 1.20% annually $500,001 - $750,000: 1.15% annually $750,001 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.95% annually $5,000,001 - $7,500,000: 0.90% annually $7,500,001 - $10,000,000: 0.85% annually $10,000,001+: Negotiable

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting services offered on hourly basis up to $500/hour and fixed fees based on hourly rate times expected time to complete engagement; fees may be negotiable.

Main office location

Northstar Advisory Group, LLC

1555 Zion Road, Suite 204

Northfield NJ 08225, United States

Number of offices

4

Most active in

California · Florida · Illinois · New Jersey · New York · North Carolina · Pennsylvania · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeffrey S

Series 63, Series 65

Mount Pleasant, SC

Northstar Advisory Group, LLC

Jeffrey Silverman is a financial advisor at Northstar Advisory Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co., Citizens Financial Group, and Bank of America. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and uses proprietary model portfolios that combine diversified ETFs with individual stocks and bonds, applying multiple analytical approaches with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Robert K

CFP®, Series 63, Series 65

Tampa, FL

Northstar Advisory Group, LLC

Robert Kernan Jr. is a CFP® professional with 32 years of experience in the financial industry. He is currently with Northstar Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Triad Hybrid Solutions, LLC, Triad Advisors, LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the BayPointe Subdivision Homeowners Association in Tampa, FL. Northstar Advisory Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs a proprietary investment approach that blends diversified ETFs, individual securities, and multiple analytical methods with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Michael R

Series 66

New Hope, PA

Northstar Advisory Group, LLC

Michael Rosen is a financial advisor with Northstar Advisory Group, LLC in New Hope, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Northstar Advisory Group in 2020, he worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2018 to 2020, and at BCG Securities, Inc. from 2015 to 2018. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs proprietary model portfolios that combine low-cost ETFs with individual stocks and bonds, using a mix of fundamental, technical, cyclical, charting, and quantitative analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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