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NORTHSTAR FINANCIAL PLANNERS, INC.

PLANTATION, FL · CRD 131507 · IAPD ↗ · 954-693-0030

$311.6MRegulatory AUM
4Advisory reps
8Employees
15Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — NORTHSTAR FINANCIAL PLANNERS, INC. (PLANTATION, FL) left the SEC roster (was $311.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
December 2024 — NORTHSTAR FINANCIAL PLANNERS, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — NORTHSTAR FINANCIAL PLANNERS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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