Jonathan Wolanyk is a registered investment advisor at Northstar Financial Planning, LLC, based in Windham, NH, with 5 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 172 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee schedule may be negotiable and will vary between clients. Stand-alone investment management fees: Up to $5,000,000: 0.75% per year; $5,000,001 to $10,000,000: 0.60% per year; Over $10,000,000: 0.50% per year. If Northstar provides investment recommendations on assets held in employer plans and includes these assets on your performance reporting, they will charge a flat 0.50% per year on the total.
Fee Estimator
Location
112 Range Road, Windham, NH, 03087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the 100% owner of Getjuked Studios, a non-financial services business focused on game development. He spends a few hours per week on this activity.
Employment History
Current Registrations
Northstar Financial Planning, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.