Michael Woodman
Michael Woodman is a ChFC-designated registered investment advisor at Northeast Planning Associates, INC., based in Sudbury, MA, with 36 years of industry experience. Michael 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
Sudbury, MA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2007Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Michael operates under the DBA Northeast Planning Associates for his LPL business and is a registered investment advisor through Northeast Planning Associates, Inc., dedicating nearly full-time hours to financial planning and consulting. He also engages in real estate rental activities and serves as a notary in Massachusetts.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Ifmg Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations21 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.