Northstar Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$195,296,200
Clients
135
81% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
135
Very HighAverage account size
$1,446,639
About
Northstar Financial Advisors serves individuals, trusts and retirement plans, providing discretionary portfolio management and limited financial planning. The firm manages approximately $195 million in discretionary assets and also offers 3(38) investment-manager services for qualified retirement plans, accepting responsibility for selecting and monitoring plan investment lineups.
The firm’s investment approach emphasizes fundamental, value-oriented analysis and a long-term holding discipline, often resulting in concentrated portfolios with sector weightings that may materially differ from broad market indexes. Northstar uses asset-allocation tools when appropriate and draws on public filings, independent research services and financial press to inform security selection.
A feature that distinguishes the firm from many peers is its affiliation with an accounting practice: the firm’s principal is a Certified Public Accountant and the brochure discloses that accounting and tax-preparation services are provided to some clients under separate agreements. The firm also requires clients to use a designated custodian for execution and reporting, discloses that it may permit borrowing in managed accounts, and documents specific policies for handling concentrated positions and personal trading.
Client services
Financial planning
Portfolio management
Advice on matters not involving securities.
Advice on matters not involving securities.
Expertise
Concentrated stock management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for limited financial planning services, negotiable
1% annually of assets under management, negotiable, potentially lower for bond-heavy accounts
Hourly financial planning rate at $500/hour, negotiable
Account minimum: $500,000 (negotiable, can accept lesser amounts at discretion) Fee-only: Financial planning fees charged either as fixed fee or hourly at $500/hour, negotiable
Main office location
Northstar Financial Advisors, Inc.
Delray Beach FL, United States
Number of offices
1
Most active in
Northstar Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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