NORTHSTAR FINANCIAL PLANNING, LLC
CRD #117205 SEC #801-113219 WINDHAM, NH 603-458-2776
SEC Registered
Total AUM
$244.7M
Discretionary
$244.7M
Employees
6
Clients
101
Accounts
798
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $244.7M | $244.7M | $0 | 6 | 0 |
| Apr 2025 | $262.5M | $244.7M | $17.8M | 6 | 0 |
| Mar 2025 | $262.5M | $244.7M | $17.8M | 6 | 0 |
| Jun 2024 | $229.2M | $207.9M | $21.3M | 8 | 0 |
| May 2024 | $229.2M | $21.3M | $207.9M | 8 | 0 |
| Feb 2024 | $222M | $201M | $21M | 8 | 0 |
| Dec 2023 | $184M | $153M | $31M | 9 | 0 |
| Mar 2023 | $184M | $153M | $31M | 9 | 0 |
| Feb 2023 | $184M | $153M | $31M | 9 | 0 |
| Feb 2023 | $184M | $153M | $31M | 9 | 0 |
| Sep 2022 | $193M | $185.6M | $7.4M | 8 | 0 |
| Jan 2022 | $193M | $185.6M | $7.4M | 8 | 0 |
| Jan 2022 | $154.2M | $147.8M | $6.4M | 8 | 0 |
| Aug 2021 | $154.2M | $147.8M | $6.4M | 8 | 0 |
| Feb 2021 | $154.2M | $147.8M | $6.4M | 8 | 0 |
| Nov 2020 | $143.7M | $137.6M | $6.1M | 8 | 0 |
| Jun 2020 | $143.7M | $137.6M | $6.1M | 8 | 0 |
| May 2020 | $143.7M | $137.6M | $6.1M | 8 | 0 |
| Feb 2020 | $143.7M | $137.6M | $6.1M | 8 | 0 |
| Mar 2019 | $121.4M | $115.8M | $5.6M | 8 | 0 |
| Apr 2018 | $115M | $111.6M | $3.4M | 8 | 0 |
| Jun 2012 | $75M | $75M | $0 | 1 | 26 |
| Apr 2012 | $75M | $75M | $0 | 1 | 26 |
| Mar 2012 | $75M | $75M | $0 | 1 | 26 |
| Jun 2011 | $65M | $65M | $0 | 5 | -- |
| Jan 2008 | $59.5M | $0 | $59.5M | 5 | -- |
| Jan 2008 | $59.5M | $0 | $59.5M | 5 | -- |
| Jan 2007 | $50.9M | $0 | $50.9M | 5 | -- |
| Jan 2006 | $40.2M | $0 | $40.2M | 5 | -- |
| May 2005 | $33.8M | $0 | $33.8M | 5 | -- |
DateDec 2025
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$262.5M
Discretionary$244.7M
Non-Disc.$17.8M
Employees6
Clients0
DateMar 2025
Total AUM$262.5M
Discretionary$244.7M
Non-Disc.$17.8M
Employees6
Clients0
DateJun 2024
Total AUM$229.2M
Discretionary$207.9M
Non-Disc.$21.3M
Employees8
Clients0
DateMay 2024
Total AUM$229.2M
Discretionary$21.3M
Non-Disc.$207.9M
Employees8
Clients0
DateFeb 2024
Total AUM$222M
Discretionary$201M
Non-Disc.$21M
Employees8
Clients0
DateDec 2023
Total AUM$184M
Discretionary$153M
Non-Disc.$31M
Employees9
Clients0
DateMar 2023
Total AUM$184M
Discretionary$153M
Non-Disc.$31M
Employees9
Clients0
DateFeb 2023
Total AUM$184M
Discretionary$153M
Non-Disc.$31M
Employees9
Clients0
DateFeb 2023
Total AUM$184M
Discretionary$153M
Non-Disc.$31M
Employees9
Clients0
DateSep 2022
Total AUM$193M
Discretionary$185.6M
Non-Disc.$7.4M
Employees8
Clients0
DateJan 2022
Total AUM$193M
Discretionary$185.6M
Non-Disc.$7.4M
Employees8
Clients0
DateJan 2022
Total AUM$154.2M
Discretionary$147.8M
Non-Disc.$6.4M
Employees8
Clients0
DateAug 2021
Total AUM$154.2M
Discretionary$147.8M
Non-Disc.$6.4M
Employees8
Clients0
DateFeb 2021
Total AUM$154.2M
Discretionary$147.8M
Non-Disc.$6.4M
Employees8
Clients0
DateNov 2020
Total AUM$143.7M
Discretionary$137.6M
Non-Disc.$6.1M
Employees8
Clients0
DateJun 2020
Total AUM$143.7M
Discretionary$137.6M
Non-Disc.$6.1M
Employees8
Clients0
DateMay 2020
Total AUM$143.7M
Discretionary$137.6M
Non-Disc.$6.1M
Employees8
Clients0
DateFeb 2020
Total AUM$143.7M
Discretionary$137.6M
Non-Disc.$6.1M
Employees8
Clients0
DateMar 2019
Total AUM$121.4M
Discretionary$115.8M
Non-Disc.$5.6M
Employees8
Clients0
DateApr 2018
Total AUM$115M
Discretionary$111.6M
Non-Disc.$3.4M
Employees8
Clients0
DateJun 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$59.5M
Discretionary$0
Non-Disc.$59.5M
Employees5
Clients--
DateJan 2008
Total AUM$59.5M
Discretionary$0
Non-Disc.$59.5M
Employees5
Clients--
DateJan 2007
Total AUM$50.9M
Discretionary$0
Non-Disc.$50.9M
Employees5
Clients--
DateJan 2006
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees5
Clients--
DateMay 2005
Total AUM$33.8M
Discretionary$0
Non-Disc.$33.8M
Employees5
Clients--