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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2018
- Office Locations
- 1
Office Locations
About Norstar Financial OF Plano, LLC
NorStar Financial of Plano is a Texas-registered, fee-only fiduciary planning and investment advisory firm serving primarily Texas residents. It provides objective financial guidance and proactive risk management for families and business owners, covering financial planning, portfolio construction, and tax, estate, retirement, insurance, and charitable planning. Portfolios emphasize asset allocation using ETFs, mutual funds, and fixed income.
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Owner & Executives
Mengting Xia
Chief Compliance Officer, Principal
- CRD
- #6947294
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,195,122 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,195,122 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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