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Firm profile

Northstar Financial Planners, Inc..

PLANTATION, FLCRD 131507Latest ADV February 27, 2026

Northstar Financial Planners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plantation, FL. Its latest Form ADV filing, dated February 27, 2026, reports $312M in regulatory assets under management, 8 employees, and 1,054 accounts.

Assets Under Management
$312M
Employees
8
Offices
--
Total Clients
358
Primary office
PLANTATION, FL
1250 S. PINE ISLAND ROAD, SUITE 275, PLANTATION, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOAllen P. Giese
CCOJoel D. Hergenreter

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
264
2
HNWI
26.3%
94
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$312Mas of February 27, 2026
Discretionary100.0%
$312M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$312M
Total Accounts1,054
10Y AUM Change+$180M (+136.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee45:1
10Y Employee Change+2 (+33.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.