Bradley Buchanan
North Star Asset Management · Menasha, Wisconsin
Bradley Buchanan is a fee-only financial advisor at North Star Asset Management in Menasha, Wisconsin, who holds the CFA credential. Bradley charges a percentage of assets (0.6% a year on the first tier of assets managed).
Request an introduction to Bradley →
Facts
| Firm | North Star Asset Management |
|---|---|
| Based in | Menasha, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.6% a year on the first tier of assets managed |
| Assets under management | $3.35B across 3,554 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 2998769 |
| Exams passed | Series 65 (1997) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.northstarinvestments.com |
How Bradley's firm compares
- North Star Asset Management's average account is about $943,000, from its Form ADV (assets managed divided by 3,554 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
Is Bradley Buchanan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and North Star Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley charges a percentage of assets.
How much does Bradley charge?
According to North Star Asset Management's website, checked October 30, 2026: 0.6% a year on the first tier of assets managed.
Where is Bradley Buchanan based?
Bradley Buchanan is based in Menasha, Wisconsin.
What credentials does Bradley Buchanan hold?
Bradley Buchanan holds the CFA credential.
Is Bradley Buchanan registered with the SEC?
Yes. Bradley Buchanan is registered as an investment adviser representative in WI (CRD 2998769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Star Asset Management manage?
North Star Asset Management reports $3.35B across 3,554 accounts in assets under management.
How do I contact Bradley Buchanan?
Through Bradley's website, www.northstarinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- North Star Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.