Julie Fortin
Northstar Financial Planning · Windham, New Hampshire
Julie Fortin is a fee-only financial advisor at Northstar Financial Planning in Windham, New Hampshire, who holds the CFP credential. Northstar Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Northstar Financial Planning |
|---|---|
| Based in | Windham, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $275.8M across 486 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 6605205 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.northstarfp.com |
How Julie's firm compares
- Northstar Financial Planning's average account is about $567,000, from its Form ADV (assets managed divided by 486 accounts).
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Questions about Julie
Is Julie Fortin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Northstar Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, Northstar Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julie Fortin based?
Julie Fortin is based in Windham, New Hampshire.
What credentials does Julie Fortin hold?
Julie Fortin holds the CFP credential.
Is Julie Fortin registered with the SEC?
Yes. Julie Fortin is registered as an investment adviser representative in NH (CRD 6605205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northstar Financial Planning manage?
Northstar Financial Planning reports $275.8M across 486 accounts in assets under management.
How do I contact Julie Fortin?
Through Julie's website, www.northstarfp.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
- 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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