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Wellspent Discovery/Firms/Northstar Heritage
Firm · Canonical record

Northstar Heritage

Multi-generational fee-only firm focused on estate and legacy planning for established households.

AUM (fee-only) Fee-only verified Boston, Massachusetts

Firm facts

Founded2005
Advisors16
Scale~$1.2B
HeadquartersBoston, Massachusetts
Offices Boston, Massachusetts · New York City, New York
Fee modelAUM (fee-only)

Advisors (1)

Firm specialties

Trust signals & citations

  • Fee-only (verified) — source: Firm ADV Part 2
  • NAPFA member — source: NAPFA