Paul Fitzpatrick
Paul Fitzpatrick is a registered investment advisor at Northeast Planning Associates, INC., based in Gardner, MA, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1,137 clients with $330M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning services may be offered as part of an annual retainer program. The fees generally range between $500 and $25,000 annually. Fees are negotiated and agreed upon in advance on a case-by-case basis.
- Fixed Fee Financial Plans: Fees generally do not exceed $25,000, depending on the scope, complexity, and the experience level of the advisor. There may be extraordinary circumstances, which require a fee greater than $25,000.
- Hourly Financial Planning: Fees generally range between $100 and $500 per hour, depending on the scope, the complexity, and the experience level of the advisor.
Location
229 Parker St, Gardner, MA, 01440
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Paul is a Vice President of Financial Services at GFA Financial Group, dedicating nearly all of his time to this role. He also works with GFA Insurance Services, LLC, spending a few hours per week, and is an IAR with Northeast Planning Associates, Inc., spending minimal time.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Money Concepts Capital CORPBroker
Pebsco Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
State Registrations11 states
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.