# Steven Girard

> Steven Girard 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/steven-girard/
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:** 2267878 (https://adviserinfo.sec.gov/individual/summary/2267878)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1992), Series 65 (1999)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.northstarfci.com

## Frequently asked questions

### Is Steven Girard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?

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

### Where is Steven Girard based?

Steven Girard is based in Conshohocken, Pennsylvania.

### Is Steven Girard registered with the SEC?

Yes. Steven Girard is registered as an investment adviser representative in PA and TX (CRD 2267878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Northstar Financial Companies manage?

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

### How do I contact Steven Girard?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2267878): 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.