Joshua Grimes-Avery
Northstar Financial Companies · Conshohocken, Pennsylvania
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.
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Who they serve
- Executives
Facts
| Firm | Northstar Financial Companies |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $519M across 1,338 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7424820 |
| Exams passed | Series 63 (2021) · Series 65 (2026) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.northstarfci.com |
How Joshua's firm compares
- Northstar Financial Companies's average account is about $388,000, from its Form ADV (assets managed divided by 1,338 accounts).
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Questions about Joshua
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.
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
- Northstar Financial Companies 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.
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