# Northstar Financial Planners

Northstar Financial Planners is a Bank / Wealth / Trust based in Plantation, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** Plantation, FL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** northstarplanners.com
- **LinkedIn:** https://www.linkedin.com/company/northstar-financial-planners-inc-

## Regulatory record

- **CRD number:** 131507
- **SEC file number:** 801-79605
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131507

## About

Founded in 2000 and based in Plantation, Florida, Northstar Financial Planners is a local wealth-management advisory. The firm serves individuals, high-net-worth clients, and business entities, providing asset management, financial planning, and portfolio management services. Its South Florida location positions it to serve a regional clientele that includes retirees, professionals, and small-business owners. The firm's investment approach integrates financial planning with discretionary portfolio management. Northstar Financial Planners operates from a single office in Plantation, with a team size and total assets under management not publicly disclosed. Structurally, Northstar Financial Planners is an independent registered investment adviser serving retail and high-net-worth clients directly — a model that avoids the conflicts of a bank-owned or broker-dealer platform.

## Questions

### What services does Northstar Financial Planners provide?

The firm provides asset management, financial planning, and portfolio management to individuals, high-net-worth clients, and business entities. Its advisory model integrates ongoing financial planning with discretionary investment management, covering retirement planning, investment policy design, and portfolio oversight for private clients and small businesses.

## Related profiles

- [Northstar Financial Management](https://altss.com/profile/northstar-financial-management)
- [Northstar Financial Planning](https://altss.com/profile/northstar-financial-planning)

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Last updated: 2026-08-11T02:43:31.692Z

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