Steven Girard
Northstar Financial Companies · Conshohocken, Pennsylvania
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.
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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, TX · CRD 2267878 |
| Exams passed | Series 63 (1992) · Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.northstarfci.com |
| Profile |
How Steven'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 Steven
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.
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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