Northstar Financial Planning, Llc
- Regulatory AUM
- $276M
- Discretionary
- $276M
- Clients
- 172
- Avg AUM / client
- $1.6M
- Accounts
- 486
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 80 | $46.1M | 16.7% |
| High net worth individuals | 92 | $226M | 81.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.8M | 1.37% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robin Ann Young | Managing Member/Chief Compliance Officer | CFP | Dec 2003 (23y) | 50% – 75% |
| Alexa Faith Darbe | Member | CFP | Jul 2007 (19y) | 5% – 10% |
| Julie Ellen Fortin | Wealth Manager, Member | CFP | Jan 2016 (11y) | 5% – 10% |
| Rachel Nicole Decarolis | Member | CFP | Dec 2017 (9y) | 5% – 10% |
| Natalie Brooke Marin | Registered representative | CFP | Apr 2022 (4y) | |
| Jonathan David Wolanyk | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $276M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗