A complete list of active advisors currently associated with NorthStar Wealth Management, Inc.
Warmer can help you find a great advisor at NorthStar Wealth Management, Inc. or one who fits your needs even better.
NorthStar Wealth Management serves individual investors, high-net-worth clients, IRAs, and employer-sponsored retirement plans, providing personalized wealth management through its NorthStar Private Client Service and a tech-driven offering called NorthStar TechEdge that delivers automated ETF portfolios and rebalancing alongside financial planning. The firm also provides 401(k) advisory services (including PCRA brokerage access for plan participants) and supports charitable giving via donor-advised fund services. The firm constructs investor profiles that document goals, time horizon, tax considerations, and risk tolerance, and provides both discretionary and non‑discretionary management based on those profiles. Portfolios are typically diversified across mutual funds, ETFs (including cryptocurrency and commodity‑sector ETFs), fixed income, REITs, and other vehicles, and the firm employs automated rebalancing, tax-loss harvesting strategies, Monte Carlo planning simulations, and AI-assisted analytics with human oversight. Compared with many peers, NorthStar sponsors a wrap fee program that bundles advisory and transaction costs and absorbs trade execution fees for wrap accounts — an arrangement relatively uncommon among similar firms and one that alters the trade-off between fee predictability and trading incentives. The firm’s recent ADV amendment also highlights explicit disclosures on cryptocurrency ETF risks, underscoring a systematic integration of crypto exposures alongside its combination of advisor-led and automated, technology-driven services while managing roughly $85 million in client assets.
To learn more about the advisors currently working at NorthStar Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bloomington, MN
| 28
| |
Bloomington, MN
| 5
|
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