# Joshua Grimes-Avery

> Joshua Grimes-Avery is a fee-only financial advisor at Northstar Financial Companies in Conshohocken, Pennsylvania. Northstar Financial Companies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-grimes-avery/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Northstar Financial Companies
- **Based in:** Conshohocken, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $519M across 1,338 accounts
- **Works with:** Executives
- **CRD:** 7424820 (https://adviserinfo.sec.gov/individual/summary/7424820)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2021), Series 65 (2026)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.northstarfci.com

## Frequently asked questions

### Is Joshua Grimes-Avery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Northstar Financial Companies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Northstar Financial Companies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joshua Grimes-Avery based?

Joshua Grimes-Avery is based in Conshohocken, Pennsylvania.

### Is Joshua Grimes-Avery registered with the SEC?

Yes. Joshua Grimes-Avery is registered as an investment adviser representative in PA (CRD 7424820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Northstar Financial Companies manage?

Northstar Financial Companies reports $519M across 1,338 accounts in assets under management.

### How do I contact Joshua Grimes-Avery?

Through Joshua's website, www.northstarfci.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7424820): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://northstarfci.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.