Firm
OneNorthStar
Stamford, Connecticut
Fee-only
OneNorthStar at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 70 individual clients, 18 of them high net worth.
- Its average account is about $393,000 (assets it manages divided by its 164 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Stamford, Connecticut |
|---|---|
| Website | onenorthstar.com |
| Phone | (888) 600-1423 |
OneNorthStar 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"No filters or minimum balances here." source
"We have one simple fee structure based on a percentage of assets managed." 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 | $64 million |
| Individual clients | 52 |
| High-net-worth clients | 18 |
| Accounts managed | 164 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 173314 |