Firm
Northstar Financial Advisors
North Caldwell, New Jersey
Fee-only
Northstar Financial Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 135 individual clients, 109 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 135 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | North Caldwell, New Jersey |
|---|---|
| Website | nfai.com |
| Phone | (973) 896-6666 |
Northstar Financial Advisors 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.
| One-time plan | From $500 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Fees generally range from $500-$2,000 depending on the extent of the plan." source
"Fees generally range from $500-$2,000 depending on the extent of the plan." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $195 million |
| Individual clients | 26 |
| High-net-worth clients | 109 |
| Accounts managed | 135 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-120426) |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 124194 |
Advisors at this firm (1)
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