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Northstar Financial Planning, LLC

Northstar Financial Planning, LLC. CRD 117205

Northstar Financial Planning, LLC logo

CRD: 117205

Northstar Financial Planning, LLC

Windham, NH, 03087
6034582776
northstarfp.com
$275.8M Total AUM
$275.8M Disc. AUM
11.3% 3Y CAGR
6 Employees
173 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Pioneer momentumDelta optima +more
Established Date
01-19-2002
Office Locations
1

Office Locations

112 Range Road Windham NH

About Northstar Financial Planning, LLC

Northstar Financial Planning is a New Hampshire-based, fee-only fiduciary firm providing holistic financial planning and wealth management for women navigating major life transitions, high-earning couples, retirees, and business owners/executives. The team is trained as Certified Financial Transitionists and collaborates with clients’ attorneys and accountants to implement integrated plans. Recognized in Forbes’ 2025 Best-in-State rankings.

Team overview

52 AVG AGE
$46.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Oak radial North Signal Ember wave Legacy

Client Personas

Quantum Vertex

Custodian

Focus Alpha Radial catalyst Crest Wave peak Prime optima Element Eagle fusion

Fund Managers

Zenith

Investment Themes

Glacier pioneer Ridge Summit matrix

Investment Vehicles

Beacon

Platform

Ember

Services

Ember Foundation optima Pathway Timber Capital unison Momentum vital Oak Summit oak Timber momentum Vertex Horizon glacier

Technology

Catalyst Vertex ember Eagle quantum Crest eagle

Owner & Executives

ALEXA FAITH DARBE

ALEXA FAITH DARBE

Partner

CRD
#5377652
Ownership
25% but less than 50%
(222) 617-9704
frontier.insight@embercapital.com
in linkedin.com/in/radial-ember
R

RACHEL NICOLE DECAROLIS

Partner

CRD
#6482778
Ownership
25% but less than 50%
(808) 358-9549
wave.foundation@harborcapital.com
in linkedin.com/in/prime-bridge
A

Alpha legacy

Foundation focus

CRD
#33852
Ownership
16.0%
(391) 718-9056
radial.radial@pathwaycapital.com
in linkedin.com/in/bridge-bridge

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Contacts

Natalie Brooke Marin

Natalie Brooke Marin

Wealth Advisor

CRD
#7271103
(226) 287-5287
atlas.prime@capitalcapital.com
in linkedin.com/in/frontier-vital
Jonathan David Wolanyk

Jonathan David Wolanyk

--

CRD
#6994559
(833) 839-5291
pathway.oak@optimacapital.com
in linkedin.com/in/matrix-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2022
12-15-2023
06-27-2024
12-08-2025
02-03-2026
Category Assets AVG. Account size
Discretionary $275,767,000 $567,422
Non-Discretionary $0 --
Total $275,767,000 $567,422

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Separately Managed Accounts

Total SMA Asset: $275,767,000

$275.8M Total SMA
Public Funds:
32.3%
Cash:
32.1%
Equity - Exchange:
35.6%
Asset class Assets Assets %
Public Funds $654,998,987 32.3%
Cash $650,943,265 32.1%
Equity - Exchange $721,918,388 35.6%
Total $2,027,860,640 100.0%

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