Northstar Financial Planners, Inc.

Northstar Financial Planners, Inc., based in Plantation, Florida, has been providing investment advisory services since 2000. The firm offers personalized portfolio management services and financial planning and consulting services. For portfolio management, clients receive tailored investment advice based on their objectives and risk tolerance, with continuous monitoring and rebalancing. Financial planning involves analyzing clients' financial circumstances and goals to develop a written plan. The firm primarily recommends mutual funds but may also advise on other securities based on client needs. The minimum account size to open and maintain an advisory account is generally $500,000, but this requirement may be waived based on individual circumstances. Northstar Financial Planners, Inc. charges an hourly fee of $400 for financial planning services and a tiered percentage fee based on assets under management for portfolio management services. The firm acts as a Registered Investment Adviser and exercises discretion over client accounts, with clients granting authority for securities transactions. The firm does not accept performance-based fees, participates in side-by-side management, or vote proxies on behalf of clients. Clients receive regular account reviews and statements from the qualified custodian holding their funds and securities. The firm does not have any reportable disciplinary information and does not engage in directed brokerage practices. Clients' personal information is protected and shared only for specific business purposes as outlined in the privacy notice.