What is Northstar Financial Planners, Inc.'s NAICS code?

Northstar Financial Planners, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

FEE-ONLY VALUE Position Northstar Financial Planners as a fee-only advisor focused on objective, conflict-free financial planning and portfolio management, highlighting our obligation to clients and absence of sales incentives to differentiate from commission-based firms.

Customizable Portfolios Highlight our ability to design highly diversified portfolios tailored to each client’s risk/reward preferences and goals, presenting opportunities to upsell custom planning and ongoing portfolio optimization services.

Mid-Market Advisory Leverage the small team size (2-10 employees) to target high-net-worth individuals and families seeking personalized attention, offering boutique planning experiences with scalable, fee-based solutions.

Digital Presence Emphasize technology stack and online credibility (Squarespace site, Google Analytics, JSON-LD, LinkedIn tag integration) to attract leads who expect digital-savvy, transparent advisory services and to nurture prospects through the funnel.

Growth Carveouts Use revenue range and funding indicators to identify growth opportunities in scalable services such as ongoing financial planning engagements, portfolio rebalancing programs, and fee-based digital onboarding for new clients.

Similar companies to Northstar Financial Planners, Inc.

Northstar Financial Planners, Inc. Tech Stack

Northstar Financial Planners, Inc. uses 8 technology products and services including Cloudflare, JSON-LD, Backbone.js, and more. Explore Northstar Financial Planners, Inc.'s tech stack below.

Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
Backbone.js
Javascript Frameworks
jQuery
Javascript Libraries
Google Tag Manager
Tag Management
YouTube
Video Players
Google Analytics
Web Analytics
Bluehost
Web Hosting

Northstar Financial Planners, Inc.'s Email Address Formats

Northstar Financial Planners, Inc. uses at least 1 format(s):

Northstar Financial Planners, Inc. Email Formats	Example	Percentage
First@northstarplanners.com	John@northstarplanners.com	63%
Last@northstarplanners.com	Doe@northstarplanners.com	31%
FirstLast@northstarplanners.com	JohnDoe@northstarplanners.com	6%

Frequently Asked Questions

What is Northstar Financial Planners, Inc.'s phone number?

You can contact Northstar Financial Planners, Inc.'s main corporate office by phone at

+1-954-693-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Northstar Financial Planners, Inc.'s official website and social media links?

Northstar Financial Planners, Inc.'s official website is northstarplanners.com and has social profiles on LinkedIn.

How much revenue does Northstar Financial Planners, Inc. generate?

As of August 2026, Northstar Financial Planners, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Northstar Financial Planners, Inc.'s SIC code NAICS code?

Northstar Financial Planners, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Northstar Financial Planners, Inc. have currently?

As of August 2026, Northstar Financial Planners, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Vp Chief Op Officer: N. A.Owner: L. C.Lead Financial Advisor: F. M.. Explore Northstar Financial Planners, Inc.'s employee directory with LeadIQ.

What industry does Northstar Financial Planners, Inc. belong to?

Northstar Financial Planners, Inc. operates in the Financial Services industry.

What technology does Northstar Financial Planners, Inc. use?

Northstar Financial Planners, Inc.'s tech stack includes CloudflareJSON-LDBackbone.jsjQueryGoogle Tag ManagerYouTubeGoogle AnalyticsBluehost.

What is Northstar Financial Planners, Inc.'s email format?

Northstar Financial Planners, Inc.'s email format typically follows the pattern of First@northstarplanners.com. Find more Northstar Financial Planners, Inc. email formats with LeadIQ.

When was Northstar Financial Planners, Inc. founded?

Northstar Financial Planners, Inc. was founded in 2000.

Northstar Financial Planners, Inc.

Q: What technology does Northstar Financial Planners, Inc. use?

Northstar Financial Planners, Inc.'s tech stack includes YouTube, Font Awesome, Google Fonts API, PHP, Twemoji.

Financial ServicesFlorida, United States2-10 Employees

Northstar Financial Planners, Inc. operates in the financial services sector, providing objective financial planning guidance and portfolio management. The firm designs and implements diversified investment portfolios that are aligned with each client's goals and their preferred level of risk and reward. As a fee-only advisor, it is obligated to place clients' interests first, does not sell investment products, and does not receive commissions, focusing on advice and implementation to meet client objectives.

Based in Plantation, Florida, the firm serves individual clients seeking unbiased financial planning and investment strategy. Its approach emphasizes cost-conscious solution design and a disciplined risk/return framework, with no incentives tied to product sales.