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
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.
Latest 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%)
* 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.