# Norstar Financial of Plano, LLC

> Norstar Financial of Plano, LLC is a state-registered investment advisory firm in Plano, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 297028
- Filed as: NORSTAR FINANCIAL OF PLANO, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297028
- AdvisorCensus page: https://advisorcensus.com/firm/norstar-financial-of-plano-llc-plano-tx-297028

## Quick answers

**How is Norstar Financial of Plano, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Norstar Financial of Plano, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Norstar Financial of Plano, LLC located?**
Norstar Financial of Plano, LLC's principal office is in Plano, TX, according to its Form ADV.

**Is Norstar Financial of Plano, LLC registered with the SEC or a state?**
Norstar Financial of Plano, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297028.

**How much does Norstar Financial of Plano, LLC manage?**
Norstar Financial of Plano, LLC reports $1,195,122 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**Does Norstar Financial of Plano, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297028

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,195,122
- Discretionary: $1,195,122
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,195,122 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- norstarfin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Norstar Financial of Plano, LLC (CRD 297028): Form ADV filing data as of October 2026.