Northern Star Generational Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For financial planning services, clients will enter into a contract based on an hourly fee of $500, rather than based on the assets under management.”

Quarterly fee

$5,625/qtr

“The fee is billed quarterly in advance at the rate of $5,625 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Northern Star Generational Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the beginning of each quarter.”
• “The financial planning fee will be invoiced one-half on signing of the contract, with the balance due on completion of the services and delivery of the financial planning documents.”

How Northern Star Generational Wealth’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.

About Northern Star Generational Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$5,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335323

Phone

(650) 319-3380

Other planners in Mountain View that publish fees

• Wealth Architects, LLCMountain View$150⁠-⁠$750/hr, $2,500⁠-⁠$20,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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