Northstar Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$363,303,369
Clients
361
Advisors
3
across 3 offices
About
NorthStar Advisory Group provides investment management, comprehensive wealth planning, retirement‑plan advisory (including ERISA 3(21) services), and consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses and brokerage customers referred through Mutual Securities, Inc. As of December 31, 2025 the SEC‑registered firm reports approximately $377 million in discretionary assets under management for about 361 clients and operates with three advisors.
The firm constructs customized portfolios using proprietary model allocations composed primarily of low‑cost ETFs and individual stocks and bonds, applying fundamental, technical, quantitative and charting analysis with a generally long‑term orientation while permitting shorter‑term trading for rebalancing or tactical purposes. NorthStar also uses independent managers for portions of client assets, provides written financial planning and consulting engagements, and discloses the availability of a Charles Schwab Bank pledged‑asset line as a lending option for eligible clients.
Distinctive features in the brochure include an active sub‑advisory business managing model portfolios for third‑party advisors and a financial institution consulting arrangement with Mutual Securities, Inc., both of which produce fee streams separate from its direct AUM fees. The firm is a wholly owned subsidiary of MorganBlake, LLC, its advisory personnel hold insurance licenses that can generate commission income, and it maintains an institutional relationship with Schwab that provides operational and technology benefits—each disclosed as potential conflicts the firm says it addresses through policies and disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees based on hourly rate times expected time to complete financial planning engagements; negotiable.
$0 - $100,000: 1.30% annually $100,001 - $250,000: 1.25% annually $250,001 - $500,000: 1.20% annually $500,001 - $750,000: 1.15% annually $750,001 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.95% annually $5,000,001 - $7,500,000: 0.90% annually $7,500,001 - $10,000,000: 0.85% annually $10,000,001+: Negotiable
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services offered on hourly basis up to $500/hour and fixed fees based on hourly rate times expected time to complete engagement; fees may be negotiable.
Main office
1555 Zion Road, Suite 204
Northfield NJ 08225, United States
Offices (3)
Most active in
California · Florida · Illinois · New Jersey · New York · North Carolina · Pennsylvania · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey S
Series 63, Series 65
Mount Pleasant, SC
Northstar Advisory Group, LLC
Jeffrey Silverman is a financial advisor at Northstar Advisory Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase & Co., Citizens Financial Group, and Bank of America. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and uses proprietary model portfolios that combine diversified ETFs with individual stocks and bonds, applying multiple analytical approaches with a long-term orientation.
Robert K
CFP®, Series 63, Series 65
Tampa, FL
Northstar Advisory Group, LLC
Robert Kernan Jr. is a CFP® with 32 years of industry experience, currently serving at Northstar Advisory Group, LLC since 2020. He previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2016 to 2020. Outside of his advisory work, Kernan is president of the BayPointe Subdivision Homeowners Association in Tampa, FL. Northstar Advisory Group provides investment management, comprehensive wealth planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $377 million in discretionary assets for around 361 clients, utilizing proprietary model portfolios primarily composed of low-cost ETFs and individual securities with a long-term investment approach complemented by tactical rebalancing.
Michael R
Series 66
New Hope, PA
Northstar Advisory Group, LLC
Michael Rosen is a financial advisor with Northstar Advisory Group, LLC in New Hope, PA. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Northstar Advisory Group in 2020, he worked at Triad Hybrid Solutions, LLC and Triad Advisors, LLC from 2018 to 2020, and at BCG Securities, Inc. from 2015 to 2018. Northstar Advisory Group provides wealth management, investment management, financial planning, retirement plan advisory, and consulting services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $334 million in discretionary assets and employs proprietary model portfolios that combine low-cost ETFs with individual stocks and bonds, using a mix of fundamental, technical, cyclical, charting, and quantitative analysis.
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