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

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

Insights

Niche Client Focus Small firm with 2-10 employees and a fee-only model targeting objective financial planning and portfolio management presents an opportunity to engage them on scalable advisor-client delivery solutions, cost-efficient tools, and technology that supports growth without product sales conflicts.

Growth Revenue Signals Annual revenue range of 10M-25M indicates a healthy client base and potential for upsell of advanced planning services, fiduciary support, and expanded portfolio construction capabilities tailored to diversified client needs.

Technology Stack Fit Current use of Google Ads, LinkedIn Ads, Calendly, Squarespace, WordPress, and CRM/Office tools suggests readiness for marketing automation, client scheduling, and digital client onboarding enhancements to accelerate lead conversion and service delivery.

Competitive Benchmarking Positioned alongside large national firms but with a fee-only, conflict-free approach, there is an opportunity to emphasize personalized planning, transparent pricing, and bespoke risk/reward optimization to attract clients seeking independent advice.

Expansion Readiness Small team size implies potential for scalable partnerships, white-label tech integrations, or outsourced support for compliance, research, and client reporting to enable rapid growth without compromising fiduciary standards.

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Northstar Financial Planners, Inc. Tech Stack

Northstar Financial Planners, Inc. uses 8 technology products and services including Google Ads, LinkedIn Ads, Calendly, and more. Explore Northstar Financial Planners, Inc.'s tech stack below.

Google Ads
Advertising
LinkedIn Ads
Advertising
Calendly
Appointment Scheduling
Squarespace
Content Management System
WordPress
Content Management System
Cookiebot
Cookie Compliance
Office 365
Office Suites
WP Engine
Platform As A Service

Northstar Financial Planners, Inc.'s Email Address Formats

Northstar Financial Planners, Inc. uses at least 3 email formats:

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 and NAICS code?

Northstar Financial Planners, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and 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. and 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 Google Ads, LinkedIn Ads, Calendly, Squarespace, WordPress, Cookiebot, Office 365 and WP Engine.

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.