Firm
North Star Asset Management
Neenah, Wisconsin
Fee-only
North Star Asset Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 13 advisors are listed here; 9 of 13 hold the CFA.
- Its Form ADV reports 19 employees and 3,442 individual clients, 839 of them high net worth.
- Its average account is about $943,000 (assets it manages divided by its 3,554 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Neenah, Wisconsin |
|---|---|
| Website | northstarinvestments.com |
| Phone | (920) 729-7900 |
North Star Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.6% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"As fee-only advisors, we charge 0.6% of the assets we manage." source
"As fee-only advisors, we charge 0.6% of the assets we manage." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $3.4 billion |
| Individual clients | 2,603 |
| High-net-worth clients | 839 |
| Accounts managed | 3,554 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-52034) |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 106489 |