Northstar Investment Partners fees and pricing

Published fees

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

Annual fee

$1,500⁠-⁠$10,000/yr

“For clients who do not maintain assets under management with the Firm, financial planning services may be provided for a fixed annual fee ranging from $1,500 to $10,000.”

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

How Northstar Investment Partners bills

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

• “Billing Advisory fees are billed quarterly in advance, based on the market value of the assets under management as of the last business day of the prior calendar quarter.”
• “For these clients, the annual planning fee is billed monthly based on the agreed annual fee amount.”
• “The specific scope of services and applicable fee are agreed upon in advance with the client and outlined in the client agreement.”

How Northstar Investment Partners’ fees compare

• Its annual fee of $1,500-$10,000 spans the Georgia median of $5,438. 51% of the 47 other Georgia planners that publish an annual fee charge less.
• 2 of the 2 other planners in Alpharetta that publish an annual fee charge less.

About Northstar Investment Partners

• Firm size: 6 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

78

Employees

6

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$37,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340596

Website

northstarinvestments.org (opens in new tab)

Phone

(770) 559-6220

Can advise clients in 2 states: Florida, Georgia

Other planners in Alpharetta that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Atlas Investment AdvisorsAlpharetta$275/hr, $3,800⁠-⁠$5,000
• Blueprint Private Wealth Management LLCAlpharetta$600⁠-⁠$5,000
• Capital Endurance Group, IncAlpharetta$350/hr, $2,000⁠-⁠$10,000

Compare all 35 planners in Alpharetta