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Member · Northstar Financial Planning, LLC

Rachel N. Decarolis

CRD 6482778 · Named on Form ADV at one SEC-registered adviser

At a glance

Northstar Financial Planning, LLC, an SEC-registered wealth manager based in Windham, NH with $276 million in regulatory assets, lists Rachel N. Decarolis on its Form ADV as Member.

Firms and roles

AtlasMembers

Rachel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Robin A. YoungManaging Member/chief Compliance Officer, Northstar Financial Planning, LLC
  • Alexa F. DarbeMember, Northstar Financial Planning, LLC
  • Julie E. FortinWealth Manager, Member, Northstar Financial Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rachel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.