Kevin Crowley
Kevin Crowley is a CFP-designated registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 27 years of industry experience. Kevin 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
43 Constitution Dr., Bedford, NH, 03110
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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 ActivitiesSells Insurance
Kevin is an investment advisor representative with Northeast Planning Associates, dedicating minimal time to this role. He also engages in non-variable insurance activities and operates a DBA for his LPL business, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Northeast Planning Associates, INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Flatiron Financial Group, LLC
Estate Planners of New England, LLC
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Charles Schwab & CO., INC.Broker
Salomon Smith Barney INC.Broker
Scudder Investor Services, INC.Broker
State Registrations20 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.