Firm
Northstar Financial Planning
Windham, New Hampshire
Fee-only
Northstar Financial Planning at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 172 individual clients, 92 of them high net worth.
- Its average account is about $567,000 (assets it manages divided by its 486 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Windham, New Hampshire |
|---|---|
| Website | northstarfp.com |
| [email protected] | |
| Phone | (603) 458-2776 |
Northstar Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our minimum cost is $7,500 per year (billed quarterly)." source
"individuals, couples, and families with investable assets of $1 million or more" source
"Fees are typically based on a percentage of assets under management (AUM)" source
"Our minimum cost is $7,500 per year (billed quarterly)." 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 · Fixed fees |
|---|---|
| Assets managed | $276 million |
| Individual clients | 80 |
| High-net-worth clients | 92 |
| Accounts managed | 486 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113219) |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 117205 |