Thomas Harnish
Thomas Harnish is a registered investment advisor at Northeast Planning Associates, INC., based in Bedford, NH, with 25 years of industry experience. Thomas 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 Drive, Bedford, NH, 03110
Get directionsHistory
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
Thomas sells non-variable insurance products including life, fixed annuities, and long-term care insurance, dedicating minimal time to this activity. He also spends nearly full-time working as a registered investment advisor and owns Harnish Racing LLC.
Employment History
Current Registrations
LPL Financial LLC
Northeast Planning Associates, INC.
LPL Financial LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
Mid Atlantic Capital CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations9 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.