Richard Berse
Northstar Financial Advisors · North Caldwell, New Jersey
Richard Berse is a fee-only financial advisor at Northstar Financial Advisors in North Caldwell, New Jersey. Richard charges a one-time planning fee (one-time plans from $500).
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Facts
| Firm | Northstar Financial Advisors |
|---|---|
| Based in | North Caldwell, New Jersey |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $500 |
| Assets under management | $195.3M across 135 accounts |
| SEC registration | Investment adviser representative in FL, NJ, TX · CRD 2542568 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | nfai.com |
How Richard's firm compares
- A one-time plan starts at $500, below the New Jersey median of $2,500 for fee-only firms that publish prices.
- Northstar Financial Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Richard
Is Richard Berse a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Northstar Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a one-time planning fee.
How much does Richard charge?
According to Northstar Financial Advisors's website, checked October 30, 2026: one-time plans from $500.
Where is Richard Berse based?
Richard Berse is based in North Caldwell, New Jersey.
Is Richard Berse registered with the SEC?
Yes. Richard Berse is registered as an investment adviser representative in FL, NJ and TX (CRD 2542568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northstar Financial Advisors manage?
Northstar Financial Advisors reports $195.3M across 135 accounts in assets under management.
How do I contact Richard Berse?
Through Richard's website, nfai.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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 Advisors 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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