Rachel Nicole Decarolis
Investment adviser representative at Northstar Financial Planning, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$275.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Northstar Financial Planning, Inc.Nov 2017 to now
- Perennial Advisors Group, LLCAug 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NH).
Northstar Financial Planning, LLC
$275.8MAssets managed
172Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6482778
- Firm CRD
- 117205