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NORTHSTAR FINANCIAL PLANNING, LLC

WINDHAM, NH · CRD 117205 · IAPD ↗ · 603-458-2776

$275.8MRegulatory AUM
6Advisory reps
6Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — NORTHSTAR FINANCIAL PLANNING, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
April 2025 — NORTHSTAR FINANCIAL PLANNING, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.